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
$231M
AUM Growth
-$75.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.62M
3
+$1.32M
4
LPX icon
Louisiana-Pacific
LPX
+$1.25M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.08M

Top Sells

1
+$2.37M
2
+$2.22M
3
+$2.17M
4
CDNS icon
Cadence Design Systems
CDNS
+$1.36M
5
LYB icon
LyondellBasell Industries
LYB
+$1.2M

Sector Composition

1 Healthcare 10.66%
2 Technology 9.02%
3 Consumer Discretionary 6.6%
4 Financials 5.68%
5 Consumer Staples 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.1M 12.61%
112,638
+3,144
2
$25.6M 11.1%
513,830
+12,348
3
$16M 6.91%
554,685
+71,955
4
$8.72M 3.78%
124,910
+11,422
5
$7.74M 3.35%
137,653
-15,414
6
$7.74M 3.35%
138,011
+19,289
7
$6.65M 2.88%
80,927
-12,782
8
$6.33M 2.74%
156,540
+1,290
9
$4.48M 1.94%
50,108
-7,634
10
$3.82M 1.65%
50,156
-6,872
11
$3.52M 1.52%
32,951
-4,375
12
$3.41M 1.48%
113,258
-11,704
13
$2.93M 1.27%
51,146
-1,929
14
$2.56M 1.11%
47,232
-3,101
15
$2.36M 1.02%
28,560
+749
16
$2.19M 0.95%
15,817
+3,527
17
$2.17M 0.94%
10,728
-1,398
18
$2.15M 0.93%
11,491
-795
19
$2.11M 0.92%
91,893
-7,159
20
$2.08M 0.9%
9,836
-643
21
$2.04M 0.88%
85,850
-13,840
22
$2M 0.87%
11,575
+3,520
23
$1.95M 0.85%
14,904
-1,561
24
$1.92M 0.83%
19,208
-3,795
25
$1.9M 0.82%
11,494
-1,565
1
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