VHAM

Van Hulzen Asset Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 22.3%
This Quarter Est. Return
1 Year Est. Return
+22.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$5.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.22M
3
+$2.15M
4
META icon
Meta Platforms (Facebook)
META
+$1.41M
5
ORCL icon
Oracle
ORCL
+$987K

Top Sells

1
+$3.11M
2
+$2.9M
3
+$2.5M
4
INTC icon
Intel
INTC
+$2.41M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.11M

Sector Composition

1 Technology 14.41%
2 Consumer Staples 13.34%
3 Financials 12.14%
4 Healthcare 11.95%
5 Industrials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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