PHAM
Palisades Hudson Asset Management Portfolio holdings
AUM
$256M
1-Year Return
13.26%
This Quarter Return
-0.65%
1 Year Return
+13.26%
3 Year Return
+50.12%
5 Year Return
+94.39%
10 Year Return
+174.24%
AUM
$183M
AUM Growth
+$1.73M
(+0.95%)
Cap. Flow
+$3.38M
Cap. Flow
% of AUM
1.84%
Top 10 Holdings %
Top 10 Hldgs %
69.23%
Holding
112
New
4
Increased
13
Reduced
13
Closed
1
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$2.83M |
| 2 |
SPDR Gold Trust
GLD
|
$619K |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$310K |
| 4 |
XL
XL Group Ltd.
XL
|
$229K |
| 5 |
Texas Roadhouse
TXRH
|
$213K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$638K |
| 2 |
Hartford Financial Services
HIG
|
$201K |
| 3 |
iShares MSCI Japan ETF
EWJ
|
$156K |
| 4 |
Microsoft
MSFT
|
$126K |
| 5 |
iShares Core MSCI Europe ETF
IEUR
|
$78.4K |
Sector Composition
| 1 | Consumer Staples | 5.26% |
| 2 | Technology | 4.01% |
| 3 | Financials | 3.73% |
| 4 | Healthcare | 2.58% |
| 5 | Consumer Discretionary | 2.52% |
