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
876
$3.08K ﹤0.01%
+3
877
$3.03K ﹤0.01%
+29
878
$3.02K ﹤0.01%
+50
879
$3.01K ﹤0.01%
+58
880
$3K ﹤0.01%
+10
881
$3K ﹤0.01%
+66
882
$2.99K ﹤0.01%
+1,000
883
$2.96K ﹤0.01%
+106
884
$2.91K ﹤0.01%
+305
885
$2.87K ﹤0.01%
+50
886
$2.86K ﹤0.01%
+13
887
$2.85K ﹤0.01%
+38
888
$2.85K ﹤0.01%
+5
889
$2.84K ﹤0.01%
+30
890
$2.83K ﹤0.01%
150
-71,022
891
$2.79K ﹤0.01%
+16
892
$2.77K ﹤0.01%
+300
893
$2.76K ﹤0.01%
+48
894
$2.75K ﹤0.01%
+38
895
$2.68K ﹤0.01%
+211
896
$2.67K ﹤0.01%
+900
897
$2.66K ﹤0.01%
+17
898
$2.65K ﹤0.01%
+170
899
$2.61K ﹤0.01%
+63
900
$2.55K ﹤0.01%
+17
34 35
36
37 38