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
$116M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$4.27M
3
+$3.3M
4
BAC icon
Bank of America
BAC
+$2.56M
5
DE icon
Deere & Co
DE
+$2.54M

Top Sells

1
+$3.47M
2
+$1.8M
3
+$1.71M
4
WFC icon
Wells Fargo
WFC
+$1.62M
5
KO icon
Coca-Cola
KO
+$1.38M

Sector Composition

1 Technology 19.26%
2 Energy 16.37%
3 Industrials 11.98%
4 Consumer Staples 11.26%
5 Financials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
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