VHAM

Van Hulzen Asset Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 21.27%
This Quarter Est. Return
1 Year Est. Return
+21.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$16.3M
3
+$12.8M
4
AAPL icon
Apple
AAPL
+$11.7M
5
BBY icon
Best Buy
BBY
+$11.5M

Top Sells

1
+$32.5M
2
+$20.6M
3
+$15.2M
4
AMAT icon
Applied Materials
AMAT
+$14.5M
5
AMGN icon
Amgen
AMGN
+$11.4M

Sector Composition

1 Technology 26.23%
2 Healthcare 12.2%
3 Consumer Discretionary 8.03%
4 Consumer Staples 7.8%
5 Financials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$281K 0.02%
14,885
+560
252
$279K 0.02%
987
253
$278K 0.02%
+1,500
254
$277K 0.02%
+2,107
255
$273K 0.02%
3,103
-37,898
256
$273K 0.02%
23,642
-43
257
$272K 0.02%
6,225
-350
258
$269K 0.02%
10,179
-607
259
$267K 0.02%
11,758
260
$266K 0.02%
23,600
+2,000
261
$262K 0.02%
+13,965
262
$261K 0.02%
+6,088
263
$260K 0.02%
3,930
-165
264
$253K 0.02%
1,780
265
$250K 0.02%
15,667
-2,621
266
$247K 0.02%
+3,403
267
$243K 0.02%
2,280
268
$243K 0.02%
+3,765
269
$243K 0.02%
4,821
+220
270
$242K 0.02%
+7,409
271
$241K 0.02%
8,480
+1,350
272
$237K 0.02%
777
273
$236K 0.02%
2,804
-24
274
$236K 0.02%
2,517
+58
275
$235K 0.02%
1,629
-100,591
9 10
11
12 13