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
$237M
AUM Growth
+$281K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$2.46M
2 +$564K
3 +$550K
4
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$516K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$385K

Top Sells

1 +$432K
2 +$316K
3 +$247K
4
AMGN icon
Amgen
AMGN
+$244K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$220K

Sector Composition

1 Technology 7.3%
2 Financials 2.7%
3 Consumer Discretionary 2.66%
4 Communication Services 1.48%
5 Industrials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$208K 0.09%
+233
102
$208K 0.09%
7,599
103
$21K 0.01%
40,002
104
-758
105
-2,442
106
-4,698