VHAM
Van Hulzen Asset Management Portfolio holdings
AUM
$1.2B
This Quarter Return
-0.93%
1 Year Return
+21.27%
3 Year Return
+76.86%
5 Year Return
+121.1%
10 Year Return
+271.79%
AUM
$672M
AUM Growth
+$672M
(+0.76%)
Cap. Flow
-$39.8M
Cap. Flow
% of AUM
-5.92%
Top 10 Holdings %
Top 10 Hldgs %
28.73%
Holding
297
New
25
Increased
115
Reduced
80
Closed
16
Top Buys
| 1 |
Best Buy
BBY
|
$7.44M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$3.43M |
| 3 |
NVIDIA
NVDA
|
$2.49M |
| 4 |
Deere & Co
DE
|
$2.35M |
| 5 |
iShares Gold Trust
IAU
|
$2.14M |
Top Sells
| 1 |
GE Aerospace
GE
|
$55.1M |
| 2 |
eBay
EBAY
|
$9.7M |
| 3 |
Kimberly-Clark
KMB
|
$2.16M |
| 4 |
WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL
|
$1.95M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
$1.8M |
Sector Composition
| 1 | Technology | 14.43% |
| 2 | Healthcare | 9.45% |
| 3 | Consumer Staples | 9.37% |
| 4 | Consumer Discretionary | 7.52% |
| 5 | Financials | 7.1% |
