PHAM
Palisades Hudson Asset Management Portfolio holdings
AUM
$276M
1-Year Est. Return
14.27%
1 Year Est. Return
+14.27%
AUM
$256M
AUM Growth
+$35.3M
(+16%)
Holding
111
Top Buys
| 1 | +$4.51M | |
| 2 | +$1.92M | |
| 3 | +$1.68M | |
| 4 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
+$1.22M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.12M |
Top Sells
| 1 | +$581K | |
| 2 | +$267K | |
| 3 | +$201K | |
| 4 |
Home Depot
HD
|
+$97.7K |
| 5 |
iShares MSCI Japan ETF
EWJ
|
+$66K |
Sector Composition
| 1 | Technology | 6.84% |
| 2 | Financials | 2.65% |
| 3 | Consumer Discretionary | 2.19% |
| 4 | Communication Services | 1.43% |
| 5 | Industrials | 1.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Automatic Data Processing
ADP
$102B
| $215K | 0.08% |
695
|
|
||
102
AT&T
T
$181B
| $215K | 0.08% |
7,409
+8
|
|
||
103
iShares Core S&P Mid-Cap ETF
IJH
$98.7B
| $209K | 0.08% |
+3,371
|
|
||
104
Cisco
CSCO
$307B
| $208K | 0.08% |
+2,996
|
|
||
105
Cummins
CMI
$63.9B
| $203K | 0.08% |
620
|
|
||
106
Charter Communications
CHTR
$26.3B
| $201K | 0.08% |
+492
|
|
||
107
Schwab US Dividend Equity ETF
SCHD
$71.2B
| $201K | 0.08% |
7,599
|
|
||
108
Schwab US REIT ETF
SCHH
$8.25B
| $201K | 0.08% |
+9,505
|
|
||
109
Gilead Sciences
GILD
$155B
| – | – |
-1,792
|
|