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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
1051
– –
-7,500
1052
– –
-1,358
1053
– –
-670
1054
– –
-7,200
1055
– –
-3,535
1056
– –
-648
1057
– –
-2,786
1058
– –
-40
1059
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-1,200
1060
– –
-30
1061
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-58
1062
– –
-2,290
1063
– –
-200
1064
– –
-3
1065
– –
-18,889
1066
– –
-2
1067
– –
-2,157
1068
– –
-22
1069
– –
-1,292
1070
– –
-325
1071
– –
-200
1072
– –
-540
1073
– –
-1,300
1074
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-500
1075
– –
-2,965
41 42
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