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
$192M
AUM Growth
+$5.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$371K
2 +$263K
3 +$211K
4
TSLA icon
Tesla
TSLA
+$200K
5
MCK icon
McKesson
MCK
+$186K

Sector Composition

1 Technology 6.48%
2 Consumer Discretionary 2.49%
3 Financials 2.12%
4 Healthcare 2.08%
5 Industrials 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,306