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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
1001
– –
-4
1002
– –
-277
1003
– –
-4,239
1004
– –
-85
1005
– –
-825
1006
– –
-50
1007
– –
-521
1008
– –
-606
1009
– –
-900
1010
– –
-321
1011
– –
-5
1012
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-60
1013
– –
-35
1014
– –
-1,375
1015
– –
-37
1016
– –
-266
1017
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-17
1018
– –
-53
1019
– –
-13
1020
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-111
1021
– –
-3
1022
– –
-1,956
1023
– –
-10
1024
– –
-315
1025
– –
-148
39 40
41
42 43