VHAM
Van Hulzen Asset Management Portfolio holdings
AUM
$1.2B
This Quarter Return
+9.01%
1 Year Return
+21.27%
3 Year Return
+76.86%
5 Year Return
+121.1%
10 Year Return
+271.79%
AUM
$664M
AUM Growth
-$1.24M
(-0.19%)
Cap. Flow
-$49.6M
Cap. Flow
% of AUM
-7.46%
Top 10 Holdings %
Top 10 Hldgs %
30.57%
Holding
286
New
27
Increased
58
Reduced
143
Closed
25
Top Buys
| 1 |
PayPal
PYPL
|
$15M |
| 2 |
Dominion Energy
D
|
$7.45M |
| 3 |
B
Barrick Mining Corporation
B
|
$6.09M |
| 4 |
NVIDIA
NVDA
|
$5.92M |
| 5 |
Amazon
AMZN
|
$5.29M |
Top Sells
| 1 |
Cloudflare
NET
|
$68M |
| 2 |
Target
TGT
|
$13.5M |
| 3 |
Kimberly-Clark
KMB
|
$8.04M |
| 4 |
Microsoft
MSFT
|
$7.93M |
| 5 |
Colgate-Palmolive
CL
|
$7.78M |
Sector Composition
| 1 | Technology | 18.25% |
| 2 | Healthcare | 12.87% |
| 3 | Financials | 7.91% |
| 4 | Consumer Staples | 7.31% |
| 5 | Consumer Discretionary | 6.58% |
