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
$667M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$8.3M
3
+$6.21M
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$5.11M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.31M

Top Sells

1
+$8.45M
2
+$8.32M
3
+$7.48M
4
DLR icon
Digital Realty Trust
DLR
+$6.52M
5
CTSH icon
Cognizant
CTSH
+$5.7M

Sector Composition

1 Technology 14.34%
2 Consumer Staples 9.96%
3 Healthcare 9.32%
4 Consumer Discretionary 7.65%
5 Financials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
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