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
$915M
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1 +$15.4M
2 +$13.7M
3 +$9.86M
4
EBAY icon
eBay
EBAY
+$8.59M
5
ICE icon
Intercontinental Exchange
ICE
+$8.24M

Top Sells

1 +$9.1M
2 +$8.45M
3 +$6.9M
4
C icon
Citigroup
C
+$3.87M
5
NEM icon
Newmont
NEM
+$3.57M

Sector Composition

1 Technology 17.76%
2 Healthcare 11.23%
3 Consumer Discretionary 8.1%
4 Financials 7.89%
5 Consumer Staples 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-20,000
327
-2,760