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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
$1.38B
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$5.18M
3
+$3.87M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$3.16M
5
ETHE
Grayscale Ethereum Staking ETF Shares
ETHE
+$1.89M

Top Sells

1
+$29.7M
2
+$18.6M
3
+$14.7M
4
MSFT icon
Microsoft
MSFT
+$12.5M
5
LOW icon
Lowe's Companies
LOW
+$12.5M

Sector Composition

1 Technology 27.09%
2 Healthcare 11.53%
3 Consumer Discretionary 10.32%
4 Financials 8.98%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
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-26,698
327
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-1,794
328
– –
-12,909
329
– –
-25,900
330
– –
-3,016
331
– –
-10,275
332
– –
-18,518
333
– –
-48,121
334
– –
-5,000
335
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-7,176
336
– –
-7,389
337
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-27,500
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