PHAM
Palisades Hudson Asset Management Portfolio holdings
AUM
$256M
This Quarter Return
+0.92%
1 Year Return
+13.26%
3 Year Return
+50.12%
5 Year Return
+94.39%
10 Year Return
+174.24%
AUM
$218M
AUM Growth
+$218M
(-0.89%)
Cap. Flow
+$1.03M
Cap. Flow
% of AUM
0.48%
Top 10 Holdings %
Top 10 Hldgs %
62.12%
Holding
100
New
3
Increased
27
Reduced
16
Closed
9
Top Buys
| 1 |
NVIDIA
NVDA
|
$3.27M |
| 2 |
iShares Silver Trust
SLV
|
$211K |
| 3 |
Broadcom
AVGO
|
$204K |
| 4 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$175K |
| 5 |
iShares Core MSCI Europe ETF
IEUR
|
$166K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$900K |
| 2 |
Honeywell
HON
|
$256K |
| 3 |
Nike
NKE
|
$230K |
| 4 |
PayPal
PYPL
|
$221K |
| 5 |
Caterpillar
CAT
|
$218K |
Sector Composition
| 1 | Technology | 7.53% |
| 2 | Financials | 2.24% |
| 3 | Consumer Discretionary | 2.21% |
| 4 | Healthcare | 1.57% |
| 5 | Communication Services | 1.45% |
