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
176
$878K 0.06%
13,188
+488
177
$876K 0.06%
3,430
-843
178
$866K 0.06%
25,122
+1,000
179
$840K 0.06%
16,868
180
$832K 0.06%
39,670
+1,950
181
$831K 0.06%
3,808
+8
182
$823K 0.06%
37,776
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183
$804K 0.06%
3,380
-1,054
184
$796K 0.06%
33,141
+2,350
185
$786K 0.06%
19,555
-809
186
$786K 0.06%
18,155
-450
187
$766K 0.05%
26,618
-174
188
$762K 0.05%
41,046
+1,272
189
$746K 0.05%
22,770
190
$738K 0.05%
18,543
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191
$724K 0.05%
32,145
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192
$723K 0.05%
3,017
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193
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194
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1,156
-3,558
195
$716K 0.05%
14,241
+1,460
196
$711K 0.05%
19,490
-14,585
197
$704K 0.05%
5,900
198
$704K 0.05%
63,505
-1,605
199
$694K 0.05%
2,924
+1,213
200
$684K 0.05%
65,920
+5,632
6 7
8
9 10