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VHAM

Van Hulzen Asset Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 22.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$10.9M
3
+$10.2M
4
WAB icon
Wabtec
WAB
+$6.91M
5
IBM icon
IBM
IBM
+$6.86M

Top Sells

1
+$17.7M
2
+$17M
3
+$14.3M
4
PXD
Pioneer Natural Resource Co.
PXD
+$12.3M
5
PGR icon
Progressive
PGR
+$11.9M

Sector Composition

1 Technology 26.24%
2 Consumer Discretionary 11.98%
3 Healthcare 11.77%
4 Financials 8.71%
5 Communication Services 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
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327
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328
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329
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-2,170
330
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-10,750
331
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332
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-2,677
333
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334
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-41,046
335
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336
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-16,426
337
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338
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-8,955
339
– –
-2,706
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