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
$1.42B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$4.86M
3
+$4.33M
4
WPM icon
Wheaton Precious Metals
WPM
+$3.98M
5
JPM icon
JPMorgan Chase
JPM
+$3.91M

Top Sells

1
+$5.4M
2
+$4.3M
3
+$4.08M
4
FNV icon
Franco-Nevada
FNV
+$4.04M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.03M

Sector Composition

1 Technology 25.61%
2 Consumer Discretionary 13.88%
3 Healthcare 11.32%
4 Financials 8.16%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.41M 0.59%
161,336
-16,612
52
$7.43M 0.52%
71,800
53
$7.28M 0.51%
38,077
+4,597
54
$7M 0.49%
41,037
+14,349
55
$6.89M 0.48%
88,342
-4,338
56
$6.56M 0.46%
67,736
-22,035
57
$6.06M 0.43%
61,314
+4,325
58
$5.99M 0.42%
118,688
-18
59
$5.45M 0.38%
15,273
-231
60
$5.36M 0.38%
2,073
-2
61
$4.86M 0.34%
+21,763
62
$4.66M 0.33%
55,233
+24,744
63
$4.64M 0.33%
89,265
+3,120
64
$4.43M 0.31%
56,550
+760
65
$4.34M 0.31%
8
66
$4.21M 0.3%
26,815
-807
67
$4.1M 0.29%
34,711
-463
68
$3.98M 0.28%
+80,735
69
$3.92M 0.28%
122,114
-9,478
70
$3.89M 0.27%
22,838
-4,092
71
$3.89M 0.27%
13,495
+102
72
$3.8M 0.27%
25,482
-51
73
$3.68M 0.26%
5,203
-1,646
74
$3.67M 0.26%
62,368
-1,964
75
$3.55M 0.25%
10,238
+344
1 2
3
4 5