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
$185M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1 +$5.71M
2 +$4.18M
3 +$2.19M
4
SYK icon
Stryker
SYK
+$2.15M
5
UPS icon
United Parcel Service
UPS
+$2.12M

Top Sells

1 +$2.83M
2 +$2.62M
3 +$2.04M
4
VFC icon
VF Corp
VFC
+$1.64M
5
ANET icon
Arista Networks
ANET
+$1.3M

Sector Composition

1 Technology 14.97%
2 Consumer Staples 10.21%
3 Financials 10.07%
4 Energy 9.69%
5 Healthcare 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-21,000
152
-3,364