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
1026
$1K ﹤0.01%
+42
1027
$998 ﹤0.01%
+24
1028
$991 ﹤0.01%
+36
1029
$989 ﹤0.01%
+50
1030
$985 ﹤0.01%
+43
1031
$965 ﹤0.01%
+66
1032
$950 ﹤0.01%
+107
1033
$944 ﹤0.01%
+7
1034
$925 ﹤0.01%
+2
1035
$897 ﹤0.01%
+50
1036
$891 ﹤0.01%
+45
1037
$875 ﹤0.01%
+7
1038
$869 ﹤0.01%
+45
1039
$868 ﹤0.01%
+46
1040
$862 ﹤0.01%
+66
1041
$854 ﹤0.01%
+51
1042
$821 ﹤0.01%
+30
1043
$817 ﹤0.01%
+39
1044
$808 ﹤0.01%
+10
1045
$793 ﹤0.01%
+12
1046
$789 ﹤0.01%
+25
1047
$786 ﹤0.01%
+100
1048
$785 ﹤0.01%
+46
1049
$781 ﹤0.01%
+82
1050
$772 ﹤0.01%
+60
40 41
42
43 44