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
$165M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Sells

1 +$1.4M
2 +$1.12M
3 +$559K
4
IQSU icon
IQ Candriam US Large Cap Equity ETF
IQSU
+$447K
5
NUSC icon
Nuveen ESG Small-Cap ETF
NUSC
+$253K

Sector Composition

1 Technology 5.5%
2 Financials 3.09%
3 Healthcare 2.55%
4 Consumer Discretionary 2.32%
5 Industrials 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,193
102
-7,719
103
-10,078
104
-5,264