PHAM

Palisades Hudson Asset Management Portfolio holdings

AUM $256M
1-Year Est. Return 13.26%
This Quarter Est. Return
1 Year Est. Return
+13.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1 +$24.5M
2 +$23.1M
3 +$9.91M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$7.91M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$7.78M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 8.09%
2 Technology 3.32%
3 Financials 2.22%
4 Energy 2.13%
5 Healthcare 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$241K 0.23%
+4,401
52
$239K 0.23%
+2,330
53
$236K 0.23%
+5,621
54
$233K 0.22%
+3,117
55
$228K 0.22%
+3,786
56
$214K 0.2%
+6,144
57
$214K 0.2%
+3,471
58
$208K 0.2%
+3,298
59
$197K 0.19%
+12,734
60
$144K 0.14%
+11,166
61
$125K 0.12%
+10,990