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
926
$1.93K ﹤0.01%
+22
927
$1.89K ﹤0.01%
+600
928
$1.84K ﹤0.01%
+11
929
$1.82K ﹤0.01%
+12
930
$1.82K ﹤0.01%
+34
931
$1.82K ﹤0.01%
+40
932
$1.8K ﹤0.01%
+23
933
$1.8K ﹤0.01%
+81
934
$1.79K ﹤0.01%
+11
935
$1.76K ﹤0.01%
+47
936
$1.76K ﹤0.01%
+165
937
$1.74K ﹤0.01%
+36
938
$1.73K ﹤0.01%
+250
939
$1.73K ﹤0.01%
+13
940
$1.72K ﹤0.01%
+13
941
$1.71K ﹤0.01%
+20
942
$1.71K ﹤0.01%
+47
943
$1.71K ﹤0.01%
+15
944
$1.7K ﹤0.01%
+59
945
$1.7K ﹤0.01%
+85
946
$1.69K ﹤0.01%
+22
947
$1.66K ﹤0.01%
+10
948
$1.62K ﹤0.01%
+9
949
$1.62K ﹤0.01%
+59
950
$1.6K ﹤0.01%
+17
36 37
38
39 40