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
$187M
AUM Growth
+$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$826K
2 +$328K
3 +$294K
4
EBAY icon
eBay
EBAY
+$207K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$68.5K

Top Sells

1 +$1.93M
2 +$832K
3 +$362K
4
ZION icon
Zions Bancorporation
ZION
+$315K
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$282K

Sector Composition

1 Technology 5.83%
2 Financials 2.4%
3 Consumer Discretionary 2.25%
4 Healthcare 2.15%
5 Industrials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,185
102
-3,815
103
-6,406