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
$1.42B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$4.86M
3
+$4.33M
4
WPM icon
Wheaton Precious Metals
WPM
+$3.98M
5
JPM icon
JPMorgan Chase
JPM
+$3.91M

Top Sells

1
+$5.4M
2
+$4.3M
3
+$4.08M
4
FNV icon
Franco-Nevada
FNV
+$4.04M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.03M

Sector Composition

1 Technology 25.61%
2 Consumer Discretionary 13.88%
3 Healthcare 11.32%
4 Financials 8.16%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$346K 0.02%
6,170
+591
252
$339K 0.02%
2,890
253
$335K 0.02%
1,076
+92
254
$332K 0.02%
+881
255
$328K 0.02%
696
+200
256
$322K 0.02%
4,408
257
$316K 0.02%
4,180
258
$315K 0.02%
+3,700
259
$311K 0.02%
15,016
260
$311K 0.02%
3,714
-56
261
$310K 0.02%
17,990
+3,035
262
$309K 0.02%
3,807
+178
263
$308K 0.02%
13,660
-6,340
264
$304K 0.02%
5,721
+732
265
$304K 0.02%
6,225
266
$302K 0.02%
4,103
+700
267
$300K 0.02%
3,845
-130
268
$297K 0.02%
25,753
+2,120
269
$296K 0.02%
1,308
270
$293K 0.02%
977
271
$291K 0.02%
2,677
+127
272
$281K 0.02%
2,011
+1
273
$281K 0.02%
1,880
+100
274
$276K 0.02%
5,373
275
$276K 0.02%
16,426
+3,705
9 10
11
12 13