PHAM
Palisades Hudson Asset Management Portfolio holdings
AUM
$256M
This Quarter Return
+7.32%
1 Year Return
+13.26%
3 Year Return
+50.12%
5 Year Return
+94.39%
10 Year Return
+174.24%
AUM
$155M
AUM Growth
+$155M
(+5.8%)
Cap. Flow
+$1.73M
Cap. Flow
% of AUM
1.12%
Top 10 Holdings %
Top 10 Hldgs %
61.07%
Holding
99
New
4
Increased
18
Reduced
13
Closed
5
Top Buys
| 1 |
Apple
AAPL
|
$3.3M |
| 2 |
Tootsie Roll Industries
TR
|
$421K |
| 3 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$254K |
| 4 |
Leggett & Platt
LEG
|
$223K |
| 5 |
Procter & Gamble
PG
|
$219K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.38M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$363K |
| 3 |
Chevron
CVX
|
$249K |
| 4 |
Brown-Forman Class B
BF.B
|
$230K |
| 5 |
Gilead Sciences
GILD
|
$228K |
Sector Composition
| 1 | Technology | 6.43% |
| 2 | Consumer Discretionary | 3.25% |
| 3 | Financials | 2.65% |
| 4 | Healthcare | 2.53% |
| 5 | Communication Services | 2.14% |
