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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
1026
– –
-32
1027
– –
-3,566
1028
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-2
1029
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-30
1030
– –
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1031
– –
-1,662
1032
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-20
1033
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1034
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-22
1035
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-434
1036
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-45
1037
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-10
1038
– –
-3,825
1039
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-1,015
1040
– –
-400
1041
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-225
1042
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-58
1043
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-224
1044
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-664
1045
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-2,349
1046
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1047
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1048
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1049
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1050
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40 41
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43 44