PHAM
Palisades Hudson Asset Management Portfolio holdings
AUM
$256M
This Quarter Return
+2.34%
1 Year Return
+13.26%
3 Year Return
+50.12%
5 Year Return
+94.39%
10 Year Return
+174.24%
AUM
$171M
AUM Growth
+$171M
(+8.5%)
Cap. Flow
+$9.88M
Cap. Flow
% of AUM
5.78%
Top 10 Holdings %
Top 10 Hldgs %
68.84%
Holding
115
New
16
Increased
16
Reduced
12
Closed
3
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$6.02M |
| 2 |
iShares Gold Trust
IAU
|
$2.44M |
| 3 |
iShares MSCI Pacific ex Japan ETF
EPP
|
$1M |
| 4 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$893K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$580K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$4.01M |
| 2 |
Amazon
AMZN
|
$393K |
| 3 |
NOV
NOV
|
$213K |
| 4 |
eBay
EBAY
|
$210K |
| 5 |
Danaher
DHR
|
$202K |
Sector Composition
| 1 | Consumer Staples | 5.92% |
| 2 | Technology | 3.93% |
| 3 | Financials | 3.59% |
| 4 | Healthcare | 2.51% |
| 5 | Communication Services | 2.38% |
