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
726
$14.3K ﹤0.01%
+715
727
$14.2K ﹤0.01%
+110
728
$14.1K ﹤0.01%
+392
729
$14.1K ﹤0.01%
+1,015
730
$13.9K ﹤0.01%
+1,292
731
$13.7K ﹤0.01%
+163
732
$13.6K ﹤0.01%
+577
733
$13.6K ﹤0.01%
+76
734
$13.4K ﹤0.01%
+140
735
$13.3K ﹤0.01%
+567
736
$12.9K ﹤0.01%
+69
737
$12.8K ﹤0.01%
+400
738
$12.6K ﹤0.01%
+200
739
$12.5K ﹤0.01%
+2,140
740
$12.4K ﹤0.01%
+340
741
$12.2K ﹤0.01%
+256
742
$12.2K ﹤0.01%
+100
743
$12.1K ﹤0.01%
+60
744
$12K ﹤0.01%
+500
745
$11.7K ﹤0.01%
+53
746
$11.7K ﹤0.01%
+100
747
$11.6K ﹤0.01%
+334
748
$11.4K ﹤0.01%
+500
749
$11.3K ﹤0.01%
+98
750
$11.3K ﹤0.01%
+152