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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 | |
|---|---|---|---|---|---|---|
176
iShares S&P GSCI Commodity-Indexed Trust
GSG
$966M
| $23.9K | ﹤0.01% |
+1,100
| New | +$23.5K |
|
177
Vanguard Financials ETF
VFH
$13.6B
| $23.9K | ﹤0.01% |
+202
| New | +$23.9K |
|
178
OneMain Financial
OMF
$7.38B
| $23.5K | ﹤0.01% |
+450
| New | +$23.3K |
|
179
SAP
SAP
$223B
| $23.1K | ﹤0.01% |
+94
| New | +$22.4K |
|
180
CRH
CRH
$63.5B
| $22.1K | ﹤0.01% |
+239
| New | +$23K |
|
181
Mondelez International
MDLZ
$80B
| $21.9K | ﹤0.01% |
+366
| New | +$24.2K |
|
182
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.14B
| $21.5K | ﹤0.01% |
+341
| New | +$22.1K |
|
183
Southwest Airlines
LUV
$22.7B
| $21.2K | ﹤0.01% |
+630
| New | +$20.1K |
|
184
Micron Technology
MU
$889B
| $19.4K | ﹤0.01% |
+230
| New | +$23.4K |
|
185
Viatris
VTRS
$20.5B
| $19.3K | ﹤0.01% |
+1,554
| New | +$19.1K |
|
186
State Street
STT
$50.1B
| $18.7K | ﹤0.01% |
+191
| New | +$18.1K |
|
187
Sysco
SYY
$41B
| $18.7K | ﹤0.01% |
+245
| New | +$18.8K |
|
188
iShares Bitcoin Trust
IBIT
$46.3B
| $18.7K | ﹤0.01% |
+352
| New | +$16.6K |
|
189
State Street Energy Select Sector SPDR ETF
XLE
$38.3B
| $18K | ﹤0.01% |
+420
| New | +$19.1K |
|
190
Nutrien
NTR
$32.2B
| $17.5K | ﹤0.01% |
+390
| New | +$18.5K |
|
191
Vanguard Russell 2000 ETF
VTWO
$17.5B
| $16.8K | ﹤0.01% |
+188
| New | +$17.3K |
|
192
Linde
LIN
$221B
| $16.1K | ﹤0.01% |
+38
| New | +$17.3K |
|
193
Sumitomo Mitsui Financial
SMFG
$159B
| $15.9K | ﹤0.01% |
+1,100
| New | +$15.1K |
|
194
Schwab Fundamental US Large Company Index ETF
FNDX
$26.9B
| $15.3K | ﹤0.01% |
+648
| New | +$15.7K |
|
195
Yum! Brands
YUM
$42.3B
| $14.8K | ﹤0.01% |
+110
| New | +$14.9K |
|
196
Steel Dynamics
STLD
$35.3B
| $14.6K | ﹤0.01% |
+128
| New | +$17K |
|
197
Mitsubishi UFJ Financial
MUFG
$253B
| $14.1K | ﹤0.01% |
+1,200
| New | +$13.5K |
|
198
Vanguard Long-Term Treasury ETF
VGLT
$10B
| $13.8K | ﹤0.01% |
+250
| New | +$14.5K |
|
199
Polaris
PII
$4.02B
| $13.8K | ﹤0.01% |
+239
| New | +$16.6K |
|
200
Main Street Capital
MAIN
$5.15B
| $13.8K | ﹤0.01% |
+235
| New | +$12.5K |
|
Similar funds
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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.