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
$155M
AUM Growth
-$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.9M
3
+$2.67M
4
DHR icon
Danaher
DHR
+$2.24M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.6M

Top Sells

1
+$5.43M
2
+$3.42M
3
+$2.37M
4
EMR icon
Emerson Electric
EMR
+$2.35M
5
ABBV icon
AbbVie
ABBV
+$2.1M

Sector Composition

1 Technology 17.32%
2 Healthcare 11.32%
3 Consumer Staples 10.86%
4 Financials 10.1%
5 Energy 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
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