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
$181M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$561K
2 +$500K
3 +$459K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$308K
5
SBUX icon
Starbucks
SBUX
+$233K

Top Sells

1 +$463K
2 +$244K
3 +$243K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$223K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$211K

Sector Composition

1 Technology 5.03%
2 Financials 2.98%
3 Healthcare 2.59%
4 Consumer Discretionary 2.26%
5 Industrials 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$41K 0.02%
40,002
102
-15,082
103
-680