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
$1.42B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$4.86M
3
+$4.33M
4
WPM icon
Wheaton Precious Metals
WPM
+$3.98M
5
JPM icon
JPMorgan Chase
JPM
+$3.91M

Top Sells

1
+$5.4M
2
+$4.3M
3
+$4.08M
4
FNV icon
Franco-Nevada
FNV
+$4.04M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.03M

Sector Composition

1 Technology 25.61%
2 Consumer Discretionary 13.88%
3 Healthcare 11.32%
4 Financials 8.16%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.56M 0.11%
12,758
+5,248
127
$1.51M 0.11%
9,615
+1,851
128
$1.5M 0.11%
38,955
+829
129
$1.5M 0.11%
13,489
-36,445
130
$1.47M 0.1%
16,039
-2,567
131
$1.45M 0.1%
15,501
+869
132
$1.45M 0.1%
22,180
+3,900
133
$1.37M 0.1%
59,409
-9,687
134
$1.35M 0.09%
11,800
135
$1.32M 0.09%
23,304
+9,992
136
$1.32M 0.09%
6,836
-2,094
137
$1.29M 0.09%
44,229
+1,528
138
$1.28M 0.09%
23,376
-8,274
139
$1.27M 0.09%
9,619
+1,415
140
$1.23M 0.09%
2,113
+28
141
$1.23M 0.09%
10,840
+189
142
$1.22M 0.09%
7,202
-25
143
$1.21M 0.09%
13,500
+2,000
144
$1.15M 0.08%
33,935
+2,294
145
$1.14M 0.08%
21,594
-10,140
146
$1.13M 0.08%
29,659
-18,241
147
$1.13M 0.08%
13,997
+300
148
$1.12M 0.08%
3,198
-771
149
$1.12M 0.08%
6,763
+218
150
$1.1M 0.08%
21,634
4 5
6
7 8