VHAM
Van Hulzen Asset Management Portfolio holdings
AUM
$1.2B
This Quarter Return
+7.29%
1 Year Return
+21.27%
3 Year Return
+76.86%
5 Year Return
+121.1%
10 Year Return
+271.79%
AUM
$1.17B
AUM Growth
+$1.17B
(+10%)
Cap. Flow
+$31.1M
Cap. Flow
% of AUM
2.66%
Top 10 Holdings %
Top 10 Hldgs %
32.62%
Holding
340
New
41
Increased
120
Reduced
99
Closed
39
Top Buys
| 1 |
Automatic Data Processing
ADP
|
$16.7M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$16.3M |
| 3 |
Fortinet
FTNT
|
$12.8M |
| 4 |
Apple
AAPL
|
$11.7M |
| 5 |
Best Buy
BBY
|
$11.5M |
Top Sells
| 1 |
Arista Networks
ANET
|
$32.5M |
| 2 |
T-Mobile US
TMUS
|
$20.6M |
| 3 |
3M
MMM
|
$15.2M |
| 4 |
Applied Materials
AMAT
|
$14.5M |
| 5 |
Amgen
AMGN
|
$11.4M |
Sector Composition
| 1 | Technology | 26.23% |
| 2 | Healthcare | 12.2% |
| 3 | Consumer Discretionary | 8.03% |
| 4 | Consumer Staples | 7.8% |
| 5 | Financials | 7.6% |
