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
951
$1.59K ﹤0.01%
+50
952
$1.59K ﹤0.01%
+75
953
$1.56K ﹤0.01%
+27
954
$1.56K ﹤0.01%
+12
955
$1.56K ﹤0.01%
+30
956
$1.55K ﹤0.01%
+23
957
$1.55K ﹤0.01%
+13
958
$1.54K ﹤0.01%
+50
959
$1.5K ﹤0.01%
+48
960
$1.49K ﹤0.01%
+96
961
$1.49K ﹤0.01%
+10
962
$1.47K ﹤0.01%
+33
963
$1.47K ﹤0.01%
+11
964
$1.46K ﹤0.01%
+80
965
$1.46K ﹤0.01%
+47
966
$1.45K ﹤0.01%
+70
967
$1.43K ﹤0.01%
+94
968
$1.43K ﹤0.01%
+100
969
$1.42K ﹤0.01%
+350
970
$1.42K ﹤0.01%
+100
971
$1.4K ﹤0.01%
+41
972
$1.39K ﹤0.01%
+17
973
$1.38K ﹤0.01%
+8
974
$1.37K ﹤0.01%
+13
975
$1.37K ﹤0.01%
+29
37 38
39
40 41