PHAM

Palisades Hudson Asset Management Portfolio holdings

AUM $276M
1-Year Est. Return 14.27%
This Quarter Est. Return
1 Year Est. Return
+14.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$8.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.55M
3
+$1.51M
4
EWA icon
iShares MSCI Australia ETF
EWA
+$1.17M
5
IEV icon
iShares Europe ETF
IEV
+$923K

Top Sells

1
+$1.21M
2
+$1.17M
3
+$672K
4
BRCM
BROADCOM CORP CL-A
BRCM
+$290K
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$270K

Sector Composition

1 Consumer Staples 8.41%
2 Technology 4.5%
3 Healthcare 3.34%
4 Financials 3.05%
5 Communication Services 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-5,009
1 2 3 4
5