PHAM
Palisades Hudson Asset Management Portfolio holdings
AUM
$256M
1-Year Est. Return
13.26%
1 Year Est. Return
+13.26%
AUM
$220M
AUM Growth
-$17M
(-7.2%)
Holding
107
Top Buys
| 1 | +$2.37M | |
| 2 | +$688K | |
| 3 | +$209K | |
| 4 |
Gilead Sciences
GILD
|
+$201K |
| 5 |
Nuveen ESG Small-Cap ETF
NUSC
|
+$167K |
Top Sells
| 1 | +$4.59M | |
| 2 | +$928K | |
| 3 | +$811K | |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
+$632K |
| 5 |
Schwab US REIT ETF
SCHH
|
+$619K |
Sector Composition
| 1 | Technology | 6.5% |
| 2 | Financials | 2.83% |
| 3 | Consumer Discretionary | 2.38% |
| 4 | Healthcare | 1.43% |
| 5 | Communication Services | 1.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Caterpillar
CAT
$247B
| – | – |
-595
|
|
||
102
Chevron
CVX
$308B
| – | – |
-2,044
|
|
||
103
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
| – | – |
-3,405
|
|
||
|
104
Schwab US REIT ETF
SCHH
$8.39B
| – | – |
-29,387
|
|
||
105
Senseonics Holdings
SENS
$16.6M
| – | – |
-40,002
|
|