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HUMIX - QUARTERLY rebal - New Portfolio

Humi

HUMIX - QUARTERLY rebal
Individual Investor
Ranked #90,502 out of 747,498 TipRanks' Investors
Success Rate
74%
40 out of 54
profitable transactions
Average Return
6.49%
Average return
per transaction
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Allocation

Top Stocks
8.34% PLD
7.17% V
6.72% JNJ
6.49% BAC
6.42% CMCSA
64.86% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
33.71% Real Estate
16.58% Financial
14.51% Healthcare
8.91% Utilities
7.91% Communication Services
18.38% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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CMCSA
Comcast
$39.31
$0.77
(1.92%)
premium
8 Buy
6 Hold
1 Sell
Moderate Buy
premium
$157.26B
-4.71%
NKE
Nike
$73.37
$0.67
(0.92%)
premium
13 Buy
17 Hold
2 Sell
Moderate Buy
premium
$109.74B
-32.21%
V
Visa
$267.22
$1.76
(0.66%)
premium
18 Buy
4 Hold
0 Sell
Strong Buy
premium
$531.18B
11.82%
SBUX
Starbucks
$77.09
$2.18
(2.75%)
premium
8 Buy
18 Hold
0 Sell
Moderate Buy
premium
$89.79B
-20.97%
PLD
Prologis
$124.21
$0.46
(0.37%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$117.41B
0.33%
BDX
Becton Dickinson
$230.21
$0.53
(0.23%)
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$66.69B
-16.30%
APD
Air Products and Chemicals
$260.87
$2.04
(0.78%)
premium
8 Buy
8 Hold
0 Sell
Moderate Buy
premium
$58.45B
-10.62%
O
Realty Income
$57.52
$0.06
(0.1%)
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$50.14B
-3.74%
CCI
Crown Castle
$105.19
$0.11
(0.1%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$45.71B
0.08%
HUM
Humana
$382.57
$4.81
(1.24%)
premium
8 Buy
7 Hold
0 Sell
Moderate Buy
premium
$46.68B
-13.82%
HSY
The Hershey Company
$191.21
$0.06
(0.03%)
premium
2 Buy
12 Hold
0 Sell
Hold
premium
$38.66B
-20.24%
VICI
VICI Properties
$30.32
$0.01
(0.03%)
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$31.62B
-2.51%
EXR
Extra Space Storage
$165.00
$0.9
(0.55%)
premium
2 Buy
5 Hold
1 Sell
Hold
premium
$36.16B
16.37%
$37.54
$0.39
(1.05%)
premium
5 Buy
5 Hold
1 Sell
Moderate Buy
premium
$36.35B
18.58%
RMD
Resmed
$204.97
$1.82
(0.9%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$29.84B
-5.89%
WEC
WEC Energy Group
$81.80
$0.25
(0.31%)
premium
3 Buy
2 Hold
1 Sell
Moderate Buy
premium
$25.76B
-8.02%
AWK
American Water
$141.43
$0.27
(0.19%)
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$27.50B
-2.30%
ARE
Alexandria Equities
$126.06
$0.85
(0.68%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$21.90B
6.28%
JBHT
JB Hunt
$165.80
$1.62
(0.99%)
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$16.94B
-16.47%
SWKS
Skyworks Solutions
$116.14
$1.88
(1.65%)
premium
5 Buy
13 Hold
2 Sell
Hold
premium
$18.33B
4.31%
MAA
Mid-America Apartment
$143.70
$0
(0%)
premium
6 Buy
8 Hold
1 Sell
Moderate Buy
premium
$17.24B
-3.03%
BIP
Brookfield Infrastructure
$30.72
$0.27
(0.89%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$19.85B
-10.63%
LNT
Alliant Energy
$55.05
$0.21
(0.38%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$14.06B
2.47%
NI
Nisource
$30.82
$0.33
(1.08%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$13.67B
12.97%
EVRG
Evergy
$55.37
$0
(0%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$12.73B
-5.01%
IPG
Interpublic Group of Companies
$29.44
$0.21
(0.71%)
premium
2 Buy
3 Hold
1 Sell
Hold
premium
$11.19B
-5.33%
ELS
Equity Lifestyle
$67.94
$0.11
(0.16%)
premium
2 Buy
6 Hold
0 Sell
Hold
premium
$13.27B
-2.56%
AFG
American Financial Group
$124.72
$0.2
(0.16%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$10.48B
9.96%
DOX
Amdocs
$83.24
$0.56
(0.68%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$9.58B
-10.48%
BAC
Bank of America
$42.59
$0.31
(0.72%)
premium
9 Buy
5 Hold
1 Sell
Moderate Buy
premium
$335.49B
35.29%
ORI
Old Republic International
$32.15
$0.22
(0.69%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$8.68B
24.14%
JNJ
Johnson & Johnson
$154.70
$0.01
(<0.01%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$372.29B
-6.75%
CUBE
Cubesmart
$48.15
$0.24
(0.5%)
premium
0 Buy
6 Hold
0 Sell
Hold
premium
$10.84B
12.46%
ESS
Essex Property
$285.00
$0.21
(0.07%)
premium
4 Buy
11 Hold
0 Sell
Moderate Buy
premium
$18.93B
21.23%
REXR
Rexford Industrial Realty
$49.14
$0.03
(0.06%)
premium
6 Buy
4 Hold
1 Sell
Moderate Buy
premium
$10.70B
-9.81%