We are live on ! Find out more
HI

Human Investing Portfolio holdings

AUM $771M
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
-1.27%
1 Year Est. Return
+18.84%
3 Year Est. Return
+51.96%
5 Year Est. Return
+53.41%
10 Year Est. Return
–
AUM
$564M
AUM Growth
+$11.2M
Cap. Flow
+$20.9M
Cap. Flow %
3.71%
Top 10 Hldgs %
71.81%
Holding
332
New
233
Increased
30
Reduced
53
Closed
3

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.25M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.21M
3
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.37M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.33M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$918K

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$448K
2
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$326K
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$323K
4
CL icon
Colgate-Palmolive
CL
+$312K
5
USB icon
US Bancorp
USB
+$307K

Sector Composition

Rank Sector Weight
1 Technology 3.67%
2 Healthcare 1.78%
3 Consumer Discretionary 1.42%
4 Financials 0.72%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OMC icon
301
Omnicom Group
OMC
$21.9B
$775 ﹤0.01%
+9
New +$892
RHI icon
302
Robert Half
RHI
$4.05B
$705 ﹤0.01%
+10
New +$713
TD icon
303
Toronto Dominion Bank
TD
$199B
$693 ﹤0.01%
+13
New +$729
LEN.B icon
304
Lennar Class B
LEN.B
$20.5B
$661 ﹤0.01%
+5
New +$752
NUEM icon
305
Nuveen ESG Emerging Markets Equity ETF
NUEM
$383M
$610 ﹤0.01%
+21
New +$640
TLH icon
306
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
$598 ﹤0.01%
+6
New +$621
MPWR icon
307
Monolithic Power Systems
MPWR
$66.1B
$592 ﹤0.01%
+1
New +$724
IUSB icon
308
iShares Core Universal USD Bond ETF
IUSB
$43.1B
$588 ﹤0.01%
+13
New +$597
KD icon
309
Kyndryl
KD
$3.15B
$554 ﹤0.01%
+16
New +$466
ICL icon
310
ICL Group
ICL
$6.66B
$521 ﹤0.01%
+105
New +$470
SYF icon
311
Synchrony
SYF
$25.7B
$455 ﹤0.01%
+7
New +$429
MAS icon
312
Masco
MAS
$15.1B
$436 ﹤0.01%
+6
New +$480
TTD icon
313
Trade Desk
TTD
$8.88B
$414 ﹤0.01%
+4
New +$495
MANU icon
314
Manchester United
MANU
$3.9B
$347 ﹤0.01%
+20
New +$337
NUDM icon
315
Nuveen ESG International Developed Markets Equity ETF
NUDM
$718M
$331 ﹤0.01%
+11
New +$352
MTCH icon
316
Match Group
MTCH
$9.59B
$328 ﹤0.01%
+10
New +$343
PINS icon
317
Pinterest
PINS
$14.3B
$319 ﹤0.01%
+11
New +$346
MET icon
318
MetLife
MET
$61.6B
$246 ﹤0.01%
+3
New +$250
PLD icon
319
Prologis
PLD
$131B
$212 ﹤0.01%
+2
New +$230
KOMP icon
320
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.77B
$204 ﹤0.01%
+4
New +$207
SLB icon
321
SLB Ltd
SLB
$75.1B
$192 ﹤0.01%
+5
New +$210
LYFT icon
322
Lyft
LYFT
$6.28B
$181 ﹤0.01%
+14
New +$208
NAD icon
323
Nuveen Quality Municipal Income Fund
NAD
$2.74B
$164 ﹤0.01%
+14
New +$168
SPYD icon
324
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$8.8B
$130 ﹤0.01%
+3
New +$136
OXY icon
325
Occidental Petroleum
OXY
$54.9B
$99 ﹤0.01%
+2
New +$101
10 11 12
13
14

Similar funds

WI
Wahed Invest New York $770M AUM 37.1% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
PGA
Pilgrim Global Advisors Reno, Nevada $772M AUM 51.79% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
BPIM
Brant Point Investment Management New York $776M AUM 41.18% 1-Year Est. Return
TCM
Twin Capital Management Mcmurray, Pennsylvania $776M AUM 28.34% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Human Investing's Q4 2024 Portfolio in Review

As of Q4 2024, Human Investing held 332 positions worth $564M, up 2% from $553M the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Human Investing deployed $20.9M of net new capital in Q4 2024, opening 233 new positions and adding to 30 existing holdings. Its largest new stake was Dimensional US Core Equity 2 ETF: 16,945 shares worth $586K.

By sector, the portfolio is most concentrated in Technology at 3.7% of assets, up from 3.5% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was Broadcom, an estimated $448K trimmed.

  • Human Investing's largest Q4 2024 buy was Dimensional US Core Equity 2 ETF: 16,945 shares worth $586K.
  • Human Investing added most to Vanguard S&P 500 ETF in Q4 2024, an estimated $5.25M increase.
  • Human Investing's biggest Q4 2024 reduction was Broadcom, cutting an estimated $448K.
  • Human Investing fully exited Colgate-Palmolive in Q4 2024, selling an estimated $312K.
  • Human Investing's ten largest holdings make up 72% of its $564M portfolio in Q4 2024.
  • Human Investing opened 233 new positions and closed 3 in Q4 2024.
  • Human Investing's portfolio value rose 2% quarter-over-quarter to $564M.

Based on Human Investing's 13F filing for Q4 2024, filed 31 Jan 2025.