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
$252M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$6.05M
2 +$5.11M
3 +$5M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.27M
5
DD icon
DuPont de Nemours
DD
+$3.27M

Top Sells

1 +$2.94M
2 +$2.68M
3 +$2.61M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.32M
5
GILD icon
Gilead Sciences
GILD
+$1.91M

Sector Composition

1 Technology 13.09%
2 Consumer Discretionary 11.04%
3 Financials 10.81%
4 Healthcare 10.7%
5 Consumer Staples 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-15,000
152
-6,000
153
-10,645