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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
(+2%)
Cap. Flow
+$20.9M
Cap. Flow
% of AUM
3.71%
Top 10 Holdings %
Top 10 Hldgs %
71.81%
Holding
332
New
233
Increased
30
Reduced
53
Closed
3
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$5.25M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$3.21M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$1.37M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$1.33M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$918K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Broadcom
AVGO
|
+$448K |
| 2 |
Vanguard Morningstar Large-Cap ETF
VV
|
+$326K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$323K |
| 4 |
Colgate-Palmolive
CL
|
+$312K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
Target
TGT
$65.6B
| $73.6K | 0.01% |
+545
| New | +$78.1K |
|
127
Royal Gold
RGLD
$16.8B
| $72.5K | 0.01% |
+550
| New | +$79.4K |
|
128
Stryker
SYK
$125B
| $72.4K | 0.01% |
+201
| New | +$74.5K |
|
129
lululemon athletica
LULU
$13.5B
| $68.8K | 0.01% |
+180
| New | +$58.8K |
|
130
Walmart Inc
WMT
$885B
| $66.2K | 0.01% |
+733
| New | +$63.6K |
|
131
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.2B
| $65.6K | 0.01% |
+1,282
| New | +$68.2K |
|
132
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
| $63.4K | 0.01% |
+1,104
| New | +$66.5K |
|
133
Progressive
PGR
$123B
| $62.8K | 0.01% |
+262
| New | +$66K |
|
134
Palo Alto Networks
PANW
$270B
| $61.9K | 0.01% |
+340
| New | +$64.2K |
|
135
Regeneron Pharmaceuticals
REGN
$78.5B
| $61.3K | 0.01% |
+86
| New | +$72.2K |
|
136
Williams-Sonoma
WSM
$26.9B
| $56K | 0.01% |
+302
| New | +$47.9K |
|
|
137
US Bancorp
USB
$98.2B
| $54.1K | 0.01% |
1,131
-6,241
| -85% | -$307K |
|
138
iShares ESG Optimized MSCI USA ETF
SUSA
$4.01B
| $52.9K | 0.01% |
+435
| New | +$53.4K |
|
139
WEC Energy
WEC
$35.7B
| $51.7K | 0.01% |
+550
| New | +$53.3K |
|
140
Leidos
LDOS
$14.5B
| $51.6K | 0.01% |
+358
| New | +$59.6K |
|
141
Vanguard Morningstar Small-Cap Growth ETF
VBK
$23.1B
| $51.3K | 0.01% |
+183
| New | +$51.7K |
|
142
Loews
L
$23.9B
| $50.8K | 0.01% |
+600
| New | +$49.4K |
|
143
WisdomTree US LargeCap Dividend Fund
DLN
$6.26B
| $50.6K | 0.01% |
+650
| New | +$51.8K |
|
144
Seagate
STX
$194B
| $48.3K | 0.01% |
+560
| New | +$56.4K |
|
145
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.9B
| $48.3K | 0.01% |
+1,193
| New | +$50.4K |
|
146
PPG Industries
PPG
$24.6B
| $47.8K | 0.01% |
+400
| New | +$50K |
|
147
Uber
UBER
$143B
| $44.8K | 0.01% |
+743
| New | +$53.1K |
|
148
M&T Bank
MTB
$35.7B
| $44K | 0.01% |
+234
| New | +$46.5K |
|
149
Ultragenyx Pharmaceutical
RARE
$2.45B
| $42.1K | 0.01% |
+1,000
| New | +$49.6K |
|
150
Schwab US Broad Market ETF
SCHB
$43.3B
| $41.5K | 0.01% |
+1,830
| New | +$41.8K |
|
Similar funds
WI
CCA
PGA
SC
PA
BPIM
TCM
PC
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.