HDIM
Hanson & Doremus Investment Management Portfolio holdings
AUM
$748M
1-Year Return
14.86%
This Quarter Return
-3.16%
1 Year Return
+14.86%
3 Year Return
+52.13%
5 Year Return
+84.99%
10 Year Return
+164.81%
AUM
$485M
AUM Growth
+$3.94M
(+0.82%)
Cap. Flow
+$21.4M
Cap. Flow
% of AUM
4.42%
Top 10 Holdings %
Top 10 Hldgs %
51.06%
Holding
462
New
18
Increased
91
Reduced
120
Closed
42
Top Buys
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
$26.9M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$14.7M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.74M |
| 4 |
CVS Health
CVS
|
$1.31M |
| 5 |
Starbucks
SBUX
|
$967K |
Sector Composition
| 1 | Technology | 11.49% |
| 2 | Healthcare | 6.6% |
| 3 | Financials | 6.38% |
| 4 | Consumer Staples | 3.91% |
| 5 | Industrials | 3.71% |
