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Home > Institutional Investor > Palisades Hudson Asset Management, L.p. > Profile

Instuitional Investor - Palisades Hudson Asset Management, L.p.

Fund Profile
Filing Period:
Fund Name: Palisades Hudson Asset Management, L.p.
Portfolio Value $206,193
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 293,335 $30,234 14.66%
2.
Spdr S & P 500 Etf Trust
 SPY 38,492 $18,296 8.87%
3.
Vanguard Index Fds
 60,850 $14,435 7%
4.
Ishares Trust
 IEF 103,798 $12,989 6.29%
5.
Ishares Trust
 IEF 25,928 $12,384 6%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)