PHAM

Palisades Hudson Asset Management Portfolio holdings

AUM $258M
1-Year Est. Return 18.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$232K
2
+$217K
3
+$193K
4
GLOB icon
Globant
GLOB
+$190K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$164K

Top Sells

1
+$7.15M
2
+$2.79M
3
+$964K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$680K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$659K

Sector Composition

1 Technology 4%
2 Financials 3.61%
3 Consumer Discretionary 2.59%
4 Healthcare 2.09%
5 Communication Services 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-104,314
102
– –
-11,400
103
– –
-1,491
1 2 3 4
5