VHAM
Van Hulzen Asset Management Portfolio holdings
AUM
$1.2B
1-Year Return
21.27%
This Quarter Return
+9.99%
1 Year Return
+21.27%
3 Year Return
+76.86%
5 Year Return
+121.1%
10 Year Return
+271.79%
AUM
$1.2B
AUM Growth
+$102M
(+9.3%)
Cap. Flow
+$14.2M
Cap. Flow
% of AUM
1.19%
Top 10 Holdings %
Top 10 Hldgs %
30.17%
Holding
341
New
29
Increased
151
Reduced
113
Closed
19
Top Buys
| 1 |
Lam Research
LRCX
|
+$9.98M |
| 2 |
Danaher
DHR
|
+$7.19M |
| 3 |
Kinder Morgan
KMI
|
+$5.97M |
| 4 |
Stryker
SYK
|
+$5.7M |
| 5 |
Apple
AAPL
|
+$5.58M |
Top Sells
| 1 |
Oracle
ORCL
|
+$18.5M |
| 2 |
Becton Dickinson
BDX
|
+$14.6M |
| 3 |
Schlumberger
SLB
|
+$9.16M |
| 4 |
Nike
NKE
|
+$5.79M |
| 5 |
iShares Gold Trust
IAU
|
+$3.02M |
Sector Composition
| 1 | Technology | 27.93% |
| 2 | Financials | 9.17% |
| 3 | Consumer Discretionary | 8.04% |
| 4 | Healthcare | 7.32% |
| 5 | Industrials | 5.92% |
