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
1051
$759 ﹤0.01%
+27
1052
$748 ﹤0.01%
+9
1053
$739 ﹤0.01%
+20
1054
$732 ﹤0.01%
+37
1055
$731 ﹤0.01%
+20
1056
$727 ﹤0.01%
+9
1057
$718 ﹤0.01%
+31
1058
$714 ﹤0.01%
+13
1059
$710 ﹤0.01%
+15
1060
$700 ﹤0.01%
+16
1061
$698 ﹤0.01%
+30
1062
$695 ﹤0.01%
+67
1063
$661 ﹤0.01%
+14
1064
$660 ﹤0.01%
+16
1065
$658 ﹤0.01%
+38
1066
$646 ﹤0.01%
+63
1067
$643 ﹤0.01%
+30
1068
$638 ﹤0.01%
+3
1069
$638 ﹤0.01%
+15
1070
$633 ﹤0.01%
+9
1071
$633 ﹤0.01%
+26
1072
$631 ﹤0.01%
+10
1073
$624 ﹤0.01%
+10
1074
$617 ﹤0.01%
+20
1075
$601 ﹤0.01%
+9
41 42
43
44 45