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
276
$274K 0.02%
16,300
-500
277
$274K 0.02%
11,758
278
$270K 0.02%
5,335
-190
279
$266K 0.02%
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-583
280
$265K 0.02%
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281
$260K 0.02%
1,353
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282
$257K 0.02%
9,470
283
$250K 0.02%
5,000
-1,200
284
$248K 0.02%
6,145
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285
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-43
286
$243K 0.02%
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287
$236K 0.02%
17,120
288
$232K 0.02%
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-200
289
$231K 0.02%
+1,084
290
$229K 0.02%
+2,276
291
$224K 0.02%
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292
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293
$210K 0.01%
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294
$204K 0.01%
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295
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296
$203K 0.01%
+1,274
297
$203K 0.01%
+8,608
298
$191K 0.01%
12,096
-4,376
299
$190K 0.01%
21,540
+300
300
$155K 0.01%
15,657
9 10 11
12
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