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
$1.42B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$4.86M
3
+$4.33M
4
WPM icon
Wheaton Precious Metals
WPM
+$3.98M
5
JPM icon
JPMorgan Chase
JPM
+$3.91M

Top Sells

1
+$5.4M
2
+$4.3M
3
+$4.08M
4
FNV icon
Franco-Nevada
FNV
+$4.04M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.03M

Sector Composition

1 Technology 25.61%
2 Consumer Discretionary 13.88%
3 Healthcare 11.32%
4 Financials 8.16%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.1M 0.08%
9,442
+20
152
$1.07M 0.08%
12,818
-966
153
$1.04M 0.07%
5,471
-2,209
154
$1.04M 0.07%
7,812
+9
155
$1.02M 0.07%
19,627
+4,825
156
$1.01M 0.07%
+25,460
157
$1M 0.07%
18,202
+1,007
158
$997K 0.07%
5,141
+175
159
$989K 0.07%
15,661
+532
160
$988K 0.07%
+6,501
161
$987K 0.07%
141,384
-44,895
162
$980K 0.07%
22,659
163
$980K 0.07%
7,500
164
$958K 0.07%
5,730
+170
165
$945K 0.07%
34,989
+1,145
166
$943K 0.07%
17,365
+665
167
$939K 0.07%
+20,410
168
$937K 0.07%
9,184
-112
169
$935K 0.07%
+6,493
170
$921K 0.06%
5,670
+242
171
$903K 0.06%
10,728
-700
172
$900K 0.06%
753
-30
173
$898K 0.06%
9,295
+382
174
$883K 0.06%
5,597
-723
175
$881K 0.06%
+15,904
5 6
7
8 9