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PHAM

Palisades Hudson Asset Management Portfolio holdings

AUM $257M
1-Year Est. Return 21.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
-$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$2.07M
3
+$905K
4
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$834K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$806K

Top Sells

1
+$2.06M
2
+$1.45M
3
+$1.1M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$900K
5
EWA icon
iShares MSCI Australia ETF
EWA
+$657K

Sector Composition

1 Technology 5.27%
2 Healthcare 2.81%
3 Consumer Discretionary 2.46%
4 Financials 2.22%
5 Communication Services 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,755
102
– –
-3,120
103
– –
-3,322
104
– –
-2,320
105
– –
-6,899
106
– –
-1,250
107
– –
-8,098
108
– –
-5,312
109
– –
-6,118
110
– –
-2,144
111
– –
-4,796
1 2 3 4
5