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
$156M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$374K
2
+$370K
3
+$264K
4
NVDA icon
NVIDIA
NVDA
+$236K
5
GLOB icon
Globant
GLOB
+$231K

Top Sells

1
+$628K
2
+$100K
3
+$100K
4
ELV icon
Elevance Health
ELV
+$54.3K
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$11.3K

Sector Composition

1 Technology 4.72%
2 Financials 3.9%
3 Consumer Discretionary 2.59%
4 Healthcare 2.39%
5 Communication Services 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$299K 0.19%
2,144
+69
77
$299K 0.19%
1,258
78
$292K 0.19%
3,120
79
$288K 0.18%
3,322
80
$286K 0.18%
5,722
81
$277K 0.18%
1,400
82
$276K 0.18%
5,422
83
$264K 0.17%
+1,813
84
$257K 0.16%
5,364
85
$256K 0.16%
4,796
+39
86
$250K 0.16%
3,098
+17
87
$250K 0.16%
728
88
$248K 0.16%
2,918
89
$244K 0.16%
3,610
90
$240K 0.15%
3,755
91
$239K 0.15%
492
92
$236K 0.15%
+40,080
93
$235K 0.15%
6,899
94
$231K 0.15%
5,144
95
$231K 0.15%
+2,180
96
$230K 0.15%
4,416
97
$229K 0.15%
2,644
98
$226K 0.14%
1,250
99
$225K 0.14%
4,692
100
$216K 0.14%
+955
1 2 3
4
5