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
$218M
AUM Growth
+$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$3.99M
3
+$3.66M
4
GM icon
General Motors
GM
+$3.41M
5
WELL icon
Welltower
WELL
+$3.24M

Top Sells

1
+$6.13M
2
+$3.27M
3
+$3.12M
4
V icon
Visa
V
+$3.03M
5
ORCL icon
Oracle
ORCL
+$2.54M

Sector Composition

1 Technology 15.11%
2 Consumer Staples 10.44%
3 Financials 9.54%
4 Consumer Discretionary 9.45%
5 Healthcare 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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