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
826
$5.86K ﹤0.01%
+225
827
$5.85K ﹤0.01%
+40
828
$5.79K ﹤0.01%
+321
829
$5.75K ﹤0.01%
+17
830
$5.62K ﹤0.01%
+100
831
$5.53K ﹤0.01%
+65
832
$5.52K ﹤0.01%
+40
833
$5.49K ﹤0.01%
+111
834
$5.45K ﹤0.01%
+41
835
$5.31K ﹤0.01%
+100
836
$5.26K ﹤0.01%
+80
837
$5.22K ﹤0.01%
+127
838
$5.21K ﹤0.01%
+60
839
$5.17K ﹤0.01%
+21
840
$5.17K ﹤0.01%
+10
841
$5.04K ﹤0.01%
+64
842
$4.97K ﹤0.01%
+1,089
843
$4.73K ﹤0.01%
+53
844
$4.72K ﹤0.01%
+120
845
$4.71K ﹤0.01%
+30
846
$4.68K ﹤0.01%
+300
847
$4.56K ﹤0.01%
+200
848
$4.54K ﹤0.01%
+50
849
$4.33K ﹤0.01%
+400
850
$4.03K ﹤0.01%
+65
32 33
34
35 36