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
426
$80.5K 0.01%
+1,232
427
$80K 0.01%
+1,319
428
$79.9K 0.01%
+761
429
$79.1K 0.01%
+424
430
$79.1K 0.01%
+347
431
$78.8K 0.01%
+224
432
$78.5K 0.01%
1,484
-12,751
433
$78.5K 0.01%
+969
434
$78.3K 0.01%
+2,990
435
$78K 0.01%
+371
436
$77.1K 0.01%
+274
437
$76.3K 0.01%
+4,239
438
$76K 0.01%
+60
439
$75.6K 0.01%
+3,618
440
$75.1K 0.01%
+952
441
$75.1K 0.01%
+546
442
$74.8K 0.01%
+2,246
443
$73.5K 0.01%
+2,533
444
$73.4K 0.01%
434
-1,957
445
$72.9K 0.01%
+822
446
$71K 0.01%
+3,114
447
$70.9K 0.01%
10,390
-6,227
448
$69.3K 0.01%
+752
449
$69K 0.01%
+4,600
450
$68.2K 0.01%
+490
16 17
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