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
1001
$1.17K ﹤0.01%
+16
1002
$1.17K ﹤0.01%
+45
1003
$1.17K ﹤0.01%
+56
1004
$1.16K ﹤0.01%
+58
1005
$1.16K ﹤0.01%
+119
1006
$1.15K ﹤0.01%
+26
1007
$1.15K ﹤0.01%
+20
1008
$1.15K ﹤0.01%
+100
1009
$1.15K ﹤0.01%
+21
1010
$1.14K ﹤0.01%
+43
1011
$1.14K ﹤0.01%
+37
1012
$1.14K ﹤0.01%
+28
1013
$1.12K ﹤0.01%
+31
1014
$1.11K ﹤0.01%
+10
1015
$1.11K ﹤0.01%
+12
1016
$1.11K ﹤0.01%
+14
1017
$1.1K ﹤0.01%
+13
1018
$1.1K ﹤0.01%
+45
1019
$1.08K ﹤0.01%
+29
1020
$1.07K ﹤0.01%
+49
1021
$1.06K ﹤0.01%
+14
1022
$1.06K ﹤0.01%
+29
1023
$1.06K ﹤0.01%
+21
1024
$1.05K ﹤0.01%
+24
1025
$1.04K ﹤0.01%
+8
39 40
41
42 43