PHAM
Palisades Hudson Asset Management Portfolio holdings
AUM
$256M
This Quarter Return
+20.53%
1 Year Return
+13.26%
3 Year Return
+50.12%
5 Year Return
+94.39%
10 Year Return
+174.24%
AUM
$146M
AUM Growth
+$146M
(+24%)
Cap. Flow
+$5.27M
Cap. Flow
% of AUM
3.6%
Top 10 Holdings %
Top 10 Hldgs %
61.49%
Holding
96
New
11
Increased
22
Reduced
13
Closed
1
Top Buys
| 1 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$1.54M |
| 2 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$753K |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
$587K |
| 4 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$395K |
| 5 |
Globant
GLOB
|
$327K |
Top Sells
| 1 |
SPDR S&P Global Natural Resources ETF
GNR
|
$478K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$334K |
| 3 |
BP
BP
|
$202K |
| 4 |
iShares Russell 2000 Growth ETF
IWO
|
$177K |
| 5 |
iShares MSCI Japan ETF
EWJ
|
$139K |
Sector Composition
| 1 | Technology | 6.03% |
| 2 | Financials | 2.81% |
| 3 | Consumer Discretionary | 2.78% |
| 4 | Healthcare | 2.51% |
| 5 | Communication Services | 2.09% |
