VHAM
Van Hulzen Asset Management Portfolio holdings
AUM
$1.2B
This Quarter Return
+10.01%
1 Year Return
+21.27%
3 Year Return
+76.86%
5 Year Return
+121.1%
10 Year Return
+271.79%
AUM
$1.42B
AUM Growth
+$1.42B
(+9.4%)
Cap. Flow
+$9.07M
Cap. Flow
% of AUM
0.64%
Top 10 Holdings %
Top 10 Hldgs %
32.03%
Holding
323
New
24
Increased
119
Reduced
118
Closed
14
Top Buys
| 1 |
Best Buy
BBY
|
$17.2M |
| 2 |
iShares S&P 100 ETF
OEF
|
$4.86M |
| 3 |
Oracle
ORCL
|
$4.33M |
| 4 |
Wheaton Precious Metals
WPM
|
$3.98M |
| 5 |
JPMorgan Chase
JPM
|
$3.91M |
Top Sells
| 1 |
Arthur J. Gallagher & Co
AJG
|
$5.4M |
| 2 |
Hershey
HSY
|
$4.3M |
| 3 |
Progressive
PGR
|
$4.08M |
| 4 |
Franco-Nevada
FNV
|
$4.04M |
| 5 |
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% |
