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
376
$117K 0.01%
+595
377
$117K 0.01%
14,350
378
$116K 0.01%
+469
379
$114K 0.01%
+601
380
$113K 0.01%
+7,500
381
$113K 0.01%
+6,557
382
$113K 0.01%
+1,375
383
$112K 0.01%
+1,976
384
$109K 0.01%
+2,131
385
$106K 0.01%
+626
386
$106K 0.01%
+903
387
$106K 0.01%
+4,501
388
$105K 0.01%
+2,045
389
$104K 0.01%
+1,010
390
$104K 0.01%
+4,214
391
$103K 0.01%
+1,467
392
$102K 0.01%
+2,700
393
$101K 0.01%
+1,580
394
$99.9K 0.01%
+2,000
395
$97.8K 0.01%
10,800
+600
396
$97.5K 0.01%
+9,174
397
$96.4K 0.01%
+7,960
398
$95.4K 0.01%
+2,206
399
$95.1K 0.01%
+1,526
400
$94.5K 0.01%
+8,200
14 15
16
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