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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
1101
– –
-600
1102
– –
-3,570
1103
– –
-1,673
1104
– –
-2,187
1105
– –
-3,175
1106
– –
-42
1107
– –
-3
1108
– –
-50
1109
– –
-144
1110
– –
-3
1111
– –
-26
1112
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-485
1113
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-183
1114
– –
-46
1115
– –
-200
1116
– –
-741
1117
– –
-287
1118
– –
-1,939
1119
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-320
1120
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-283
1121
– –
-1,777
1122
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-353
1123
– –
-793
1124
– –
-64
1125
– –
-15
43 44
45
46 47