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
$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
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