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
751
$11.2K ﹤0.01%
+63
752
$11.1K ﹤0.01%
+500
753
$11.1K ﹤0.01%
+83
754
$11.1K ﹤0.01%
+521
755
$10.9K ﹤0.01%
+300
756
$10.7K ﹤0.01%
+226
757
$10.7K ﹤0.01%
+50
758
$10.7K ﹤0.01%
+60
759
$10.6K ﹤0.01%
+60
760
$10.5K ﹤0.01%
+104
761
$10.5K ﹤0.01%
+202
762
$10.4K ﹤0.01%
+200
763
$10.4K ﹤0.01%
+139
764
$10.4K ﹤0.01%
+325
765
$10.4K ﹤0.01%
+114
766
$10.2K ﹤0.01%
+524
767
$10.2K ﹤0.01%
+60
768
$10.1K ﹤0.01%
+175
769
$10.1K ﹤0.01%
+500
770
$10K ﹤0.01%
+138
771
$9.96K ﹤0.01%
+107
772
$9.96K ﹤0.01%
+100
773
$9.75K ﹤0.01%
+200
774
$9.71K ﹤0.01%
+500
775
$9.69K ﹤0.01%
+128