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
851
$3.99K ﹤0.01%
+98
852
$3.92K ﹤0.01%
+62
853
$3.86K ﹤0.01%
+61
854
$3.8K ﹤0.01%
+1,785
855
$3.71K ﹤0.01%
+100
856
$3.66K ﹤0.01%
+120
857
$3.62K ﹤0.01%
+33
858
$3.61K ﹤0.01%
+170
859
$3.59K ﹤0.01%
+58
860
$3.49K ﹤0.01%
+68
861
$3.48K ﹤0.01%
+297
862
$3.48K ﹤0.01%
+8
863
$3.46K ﹤0.01%
+121
864
$3.37K ﹤0.01%
+40
865
$3.27K ﹤0.01%
+2,458
866
$3.23K ﹤0.01%
+133
867
$3.22K ﹤0.01%
+59
868
$3.2K ﹤0.01%
+133
869
$3.18K ﹤0.01%
+100
870
$3.17K ﹤0.01%
+24
871
$3.17K ﹤0.01%
+58
872
$3.16K ﹤0.01%
+20
873
$3.15K ﹤0.01%
+63
874
$3.12K ﹤0.01%
+42
875
$3.1K ﹤0.01%
+200
33 34
35
36 37