HI

Human Investing Portfolio holdings

AUM $635M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.64M
3
+$1.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$977K
5
FTNT icon
Fortinet
FTNT
+$945K

Top Sells

1
+$1.41M
2
+$965K
3
+$954K
4
MED icon
Medifast
MED
+$671K
5
ALGT icon
Allegiant Air
ALGT
+$305K

Sector Composition

1 Healthcare 10.04%
2 Technology 9.11%
3 Consumer Discretionary 8.96%
4 Financials 6.11%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.4M 11.56%
109,494
+5,070
2
$32.7M 10.69%
501,482
+23,050
3
$19.9M 6.49%
482,730
+23,745
4
$10.5M 3.44%
113,488
+6,818
5
$9.96M 3.25%
118,722
+6,159
6
$8.66M 2.83%
153,067
+14,985
7
$8.35M 2.73%
155,250
+7,965
8
$7.55M 2.47%
93,709
+7,917
9
$5.05M 1.65%
57,028
-1,053
10
$5.04M 1.64%
57,742
+4,875
11
$3.86M 1.26%
53,075
-2,400
12
$3.75M 1.22%
37,326
+3,270
13
$3.62M 1.18%
124,962
+36
14
$3.51M 1.15%
37,190
-1,016
15
$3.26M 1.06%
138,765
+91,463
16
$3.15M 1.03%
99,690
-2,590
17
$3.01M 0.98%
50,333
-169
18
$3M 0.98%
46,189
-3,357
19
$2.95M 0.96%
23,003
-683
20
$2.92M 0.95%
12,126
-410
21
$2.82M 0.92%
27,811
+2,668
22
$2.68M 0.88%
12,286
-328
23
$2.66M 0.87%
30,305
-878
24
$2.58M 0.84%
13,059
-710
25
$2.52M 0.82%
40,045
-1,425
1
2 3 4 5