We are live on ! Find out more
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
$1.1B
AUM Growth
-$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,166
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$9.16M
3
+$6.84M
4
NKE icon
Nike
NKE
+$6.43M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.35M

Top Sells

1
+$24.6M
2
+$15.1M
3
+$13.7M
4
MSFT icon
Microsoft
MSFT
+$13.7M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.2M

Sector Composition

1 Technology 25.89%
2 Financials 9.52%
3 Healthcare 8.43%
4 Consumer Discretionary 7.89%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
– –
-100
677
– –
-151
678
– –
-929
679
– –
-455
680
– –
-215
681
– –
-98
682
– –
-1,014
683
– –
-546
684
– –
-488
685
– –
-110
686
– –
-402
687
– –
-2
688
– –
-1,905
689
– –
-1,000
690
– –
-1,425
691
– –
-12
692
– –
-521
693
– –
-12
694
– –
-1,349
695
– –
-50
696
– –
-1,297
697
– –
-490
698
– –
-16
699
– –
-4,500
700
– –
-50
26 27
28
29 30