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
$1.37B
AUM Growth
-$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,161
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$12.9M
3
+$9.56M
4
NDAQ icon
Nasdaq
NDAQ
+$6.62M
5
IR icon
Ingersoll Rand
IR
+$6.19M

Top Sells

1
+$39M
2
+$17.9M
3
+$16.9M
4
MRK icon
Merck
MRK
+$13.7M
5
AON icon
Aon
AON
+$13.7M

Sector Composition

1 Technology 27.38%
2 Healthcare 9.4%
3 Consumer Discretionary 8.87%
4 Financials 8.86%
5 Industrials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$143K 0.01%
+6,500
352
$141K 0.01%
+1,579
353
$139K 0.01%
+2,910
354
$138K 0.01%
+569
355
$136K 0.01%
38,000
+4,900
356
$136K 0.01%
+1,234
357
$135K 0.01%
1,683
-3,767
358
$134K 0.01%
+3,570
359
$133K 0.01%
3,128
-1,680
360
$132K 0.01%
2,001
-1,000
361
$131K 0.01%
+1,993
362
$130K 0.01%
+966
363
$128K 0.01%
+319
364
$126K 0.01%
+7,200
365
$125K 0.01%
+2,187
366
$125K 0.01%
+558
367
$124K 0.01%
+517
368
$123K 0.01%
+4,100
369
$122K 0.01%
+3,500
370
$121K 0.01%
+704
371
$120K 0.01%
+631
372
$119K 0.01%
+2,406
373
$119K 0.01%
+2,717
374
$119K 0.01%
+672
375
$118K 0.01%
+4,500
13 14
15
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