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
$216M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1 +$6.43M
2 +$6.13M
3 +$5.23M
4
VTRS icon
Viatris
VTRS
+$3.27M
5
CAT icon
Caterpillar
CAT
+$3.12M

Sector Composition

1 Technology 14.03%
2 Consumer Staples 11.03%
3 Healthcare 9.22%
4 Financials 8.71%
5 Industrials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-4,500
177
-17,700
178
-3,646
179
-6,500