VHAM

Van Hulzen Asset Management Portfolio holdings

AUM $1.36B
1-Year Est. Return 21.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$6.53M
2 +$4.43M
3 +$3.82M
4
AIG icon
American International
AIG
+$3.61M
5
MSFT icon
Microsoft
MSFT
+$3.21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.24%
2 Consumer Staples 13.47%
3 Energy 12.45%
4 Industrials 11.08%
5 Financials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$0 ﹤0.01%
+319