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
$411M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$83.7M
2
+$2.19M
3
+$1.11M
4
NUE icon
Nucor
NUE
+$1.06M
5
OMF icon
OneMain Financial
OMF
+$1.01M

Top Sells

1
+$77M
2
+$3.67M
3
+$1.16M
4
EGOV
NIC Inc
EGOV
+$1.15M
5
AMAT icon
Applied Materials
AMAT
+$1.07M

Sector Composition

1 Technology 7.18%
2 Healthcare 4.89%
3 Consumer Discretionary 3.5%
4 Consumer Staples 2.96%
5 Financials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$83.7M 20.39%
+212,759
2
$32.7M 7.97%
634,981
+42,506
3
$22.9M 5.59%
401,792
+1,854
4
$21M 5.1%
254,997
+11,090
5
$20.2M 4.91%
375,230
+20,630
6
$20.1M 4.89%
46,711
-179,185
7
$13.6M 3.31%
151,253
+1,278
8
$10.8M 2.62%
95,362
+4,601
9
$10.2M 2.48%
184,104
+13,434
10
$10M 2.44%
97,210
+1,393
11
$8.6M 2.09%
114,896
+635
12
$8.07M 1.97%
148,682
+11,035
13
$6.83M 1.66%
65,219
-2,596
14
$6.78M 1.65%
43,771
-389
15
$5.47M 1.33%
55,361
+2,994
16
$4.31M 1.05%
27,914
-347
17
$3.98M 0.97%
49,752
+3,221
18
$3.54M 0.86%
55,166
+963
19
$3.53M 0.86%
31,356
+214
20
$3.22M 0.78%
23,499
-1,091
21
$3.19M 0.78%
46,881
-3,236
22
$3.14M 0.77%
35,930
-1,714
23
$3.11M 0.76%
26,936
+2,517
24
$2.9M 0.71%
60,730
-2,630
25
$2.67M 0.65%
13,907
+59
1
2 3 4 5