PHAM
Palisades Hudson Asset Management Portfolio holdings
AUM
$256M
This Quarter Return
+8.75%
1 Year Return
+13.26%
3 Year Return
+50.12%
5 Year Return
+94.39%
10 Year Return
+174.24%
AUM
$256M
AUM Growth
+$256M
(+16%)
Cap. Flow
+$17.4M
Cap. Flow
% of AUM
6.82%
Top 10 Holdings %
Top 10 Hldgs %
58.07%
Holding
111
New
11
Increased
36
Reduced
17
Closed
1
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$4.51M |
| 2 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$1.92M |
| 3 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$1.68M |
| 4 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$1.22M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$1.12M |
Top Sells
| 1 |
iShares Global Clean Energy ETF
ICLN
|
$581K |
| 2 |
Apple
AAPL
|
$267K |
| 3 |
Gilead Sciences
GILD
|
$201K |
| 4 |
Home Depot
HD
|
$97.7K |
| 5 |
iShares MSCI Japan ETF
EWJ
|
$66.1K |
Sector Composition
| 1 | Technology | 6.84% |
| 2 | Financials | 2.65% |
| 3 | Consumer Discretionary | 2.19% |
| 4 | Communication Services | 1.43% |
| 5 | Industrials | 1.18% |
