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
$220M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.71M
2 +$702K
3 +$377K
4
TXRH icon
Texas Roadhouse
TXRH
+$244K
5
CAT icon
Caterpillar
CAT
+$218K

Top Sells

1 +$406K
2 +$269K
3 +$242K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$235K
5
TSLA icon
Tesla
TSLA
+$235K

Sector Composition

1 Technology 6.55%
2 Consumer Discretionary 2.44%
3 Financials 2.34%
4 Healthcare 1.58%
5 Industrials 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,680