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
901
$2.54K ﹤0.01%
+42
902
$2.53K ﹤0.01%
+6
903
$2.52K ﹤0.01%
+50
904
$2.47K ﹤0.01%
+17
905
$2.47K ﹤0.01%
+25
906
$2.43K ﹤0.01%
+10
907
$2.36K ﹤0.01%
+900
908
$2.35K ﹤0.01%
+75
909
$2.31K ﹤0.01%
+42
910
$2.3K ﹤0.01%
+193
911
$2.28K ﹤0.01%
+430
912
$2.28K ﹤0.01%
+218
913
$2.26K ﹤0.01%
+47
914
$2.26K ﹤0.01%
+13
915
$2.26K ﹤0.01%
+16
916
$2.22K ﹤0.01%
+130
917
$2.21K ﹤0.01%
+7
918
$2.19K ﹤0.01%
+29
919
$2.13K ﹤0.01%
+76
920
$2.11K ﹤0.01%
+52
921
$2.01K ﹤0.01%
+16
922
$2K ﹤0.01%
+288
923
$1.99K ﹤0.01%
+1
924
$1.97K ﹤0.01%
+10
925
$1.96K ﹤0.01%
+19
35 36
37
38 39