We are live on ! Find out more
VHAM

Van Hulzen Asset Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 22.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
-$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,166
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$9.16M
3
+$6.84M
4
NKE icon
Nike
NKE
+$6.43M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.35M

Top Sells

1
+$24.6M
2
+$15.1M
3
+$13.7M
4
MSFT icon
Microsoft
MSFT
+$13.7M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.2M

Sector Composition

1 Technology 25.89%
2 Financials 9.52%
3 Healthcare 8.43%
4 Consumer Discretionary 7.89%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
– –
-4,300
952
– –
-3,114
953
– –
-935
954
– –
-500
955
– –
-1,526
956
– –
-344
957
– –
-8,089
958
– –
-548
959
– –
-499
960
– –
-75
961
– –
-600
962
– –
-4
963
– –
-68,461
964
– –
-256
965
– –
-325
966
– –
-100
967
– –
-295
968
– –
-13
969
– –
-432
970
– –
-142
971
– –
-30
972
– –
-16
973
– –
-208
974
– –
-170
975
– –
-814
37 38
39
40 41