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

Top Sells

1 +$2.86M
2 +$2.72M
3 +$2.09M
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
-3,364
152
-27,404