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

Top Buys

1
+$6.27M
2
+$5.2M
3
+$3.91M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$3.18M
5
O icon
Realty Income
O
+$2.05M

Top Sells

1
+$34.1M
2
+$19.4M
3
+$16.6M
4
LOW icon
Lowe's Companies
LOW
+$13.9M
5
MSFT icon
Microsoft
MSFT
+$12.6M

Sector Composition

1 Technology 27.09%
2 Healthcare 11.53%
3 Consumer Discretionary 10.32%
4 Financials 8.98%
5 Industrials 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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