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
801
$7.74K ﹤0.01%
+315
802
$7.56K ﹤0.01%
+50
803
$7.56K ﹤0.01%
+75
804
$7.54K ﹤0.01%
+2,000
805
$7.45K ﹤0.01%
+1,000
806
$7.41K ﹤0.01%
+90
807
$7.34K ﹤0.01%
400
-99,381
808
$7.27K ﹤0.01%
+200
809
$7.18K ﹤0.01%
+250
810
$7.04K ﹤0.01%
+283
811
$6.87K ﹤0.01%
+205
812
$6.74K ﹤0.01%
+115
813
$6.67K ﹤0.01%
+53
814
$6.62K ﹤0.01%
+500
815
$6.47K ﹤0.01%
+99
816
$6.4K ﹤0.01%
+297
817
$6.33K ﹤0.01%
+128
818
$6.19K ﹤0.01%
+150
819
$6.17K ﹤0.01%
+76
820
$6.16K ﹤0.01%
+50
821
$6.15K ﹤0.01%
+51
822
$6.07K ﹤0.01%
+50
823
$5.98K ﹤0.01%
+110
824
$5.97K ﹤0.01%
+412
825
$5.91K ﹤0.01%
+200
31 32
33
34 35