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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
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
TSN icon
201
Tyson Foods
TSN
$21B
$13.2K ﹤0.01%
+230
New +$13.9K
RBLX icon
202
Roblox
RBLX
$26.2B
$12.8K ﹤0.01%
+222
New +$11.2K
NUE icon
203
Nucor
NUE
$59.5B
$12.7K ﹤0.01%
+109
New +$15.7K
TMCI icon
204
Treace Medical Concepts
TMCI
$304M
$12.4K ﹤0.01%
+1,671
New +$11.2K
IEUS icon
205
iShares MSCI Europe Small-Cap ETF
IEUS
$180M
$12K ﹤0.01%
+223
New +$12.6K
TYL icon
206
Tyler Technologies
TYL
$12.5B
$11.5K ﹤0.01%
+20
New +$12.1K
EFV icon
207
iShares MSCI EAFE Value ETF
EFV
$29B
$11.4K ﹤0.01%
+217
New +$11.9K
ROST icon
208
Ross Stores
ROST
$81.1B
$11K ﹤0.01%
+73
New +$10.7K
LASR icon
209
nLIGHT
LASR
$3.95B
$10.5K ﹤0.01%
+1,000
New +$11.1K
TRU icon
210
TransUnion
TRU
$15.3B
$10.5K ﹤0.01%
+113
New +$11.4K
WST icon
211
West Pharmaceutical
WST
$24.5B
$9.83K ﹤0.01%
+30
New +$9.44K
FNDE icon
212
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.73B
$9.56K ﹤0.01%
+329
New +$10.3K
FNDA icon
213
Schwab Fundamental US Small Company Index ETF
FNDA
$9.27B
$9.27K ﹤0.01%
+312
New +$9.53K
MFC icon
214
Manulife Financial
MFC
$74B
$9.21K ﹤0.01%
+300
New +$9.29K
MMM icon
215
3M
MMM
$91.4B
$8.94K ﹤0.01%
+69
New +$9.05K
PSA icon
216
Public Storage
PSA
$60.9B
$8.38K ﹤0.01%
+28
New +$9.29K
MRVL icon
217
Marvell Technology
MRVL
$174B
$8.11K ﹤0.01%
+73
New +$6.78K
NEE icon
218
NextEra Energy
NEE
$181B
$7.74K ﹤0.01%
+108
New +$8.39K
MDXG icon
219
MiMedx Group
MDXG
$622M
$7.7K ﹤0.01%
+800
New +$6.23K
MRSH
220
Marsh
MRSH
$92B
$7.65K ﹤0.01%
+36
New +$7.99K
ACGL icon
221
Arch Capital
ACGL
$34.5B
$7.57K ﹤0.01%
+82
New +$8.28K
LYB icon
222
LyondellBasell Industries
LYB
$19.6B
$7.43K ﹤0.01%
+100
New +$8.41K
FNDF icon
223
Schwab Fundamental International Large Company Index ETF
FNDF
$25B
$7.31K ﹤0.01%
+220
New +$7.77K
BBHY icon
224
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$615M
$6.91K ﹤0.01%
+150
New +$7.01K
TMUS icon
225
T-Mobile US
TMUS
$190B
$6.25K ﹤0.01%
+28
New +$6.37K
7 8
9
10 11

Similar funds

WI
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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.