HDIM
Hanson & Doremus Investment Management Portfolio holdings
AUM
$748M
1-Year Return
14.86%
This Quarter Return
-12.19%
1 Year Return
+14.86%
3 Year Return
+52.13%
5 Year Return
+84.99%
10 Year Return
+164.81%
AUM
$409M
AUM Growth
-$55.4M
(-12%)
Cap. Flow
+$4.56M
Cap. Flow
% of AUM
1.11%
Top 10 Holdings %
Top 10 Hldgs %
47.47%
Holding
552
New
44
Increased
106
Reduced
141
Closed
25
Top Buys
| 1 |
Trustmark
TRMK
|
+$2.54M |
| 2 |
M&T Bank
MTB
|
+$2.2M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$988K |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$834K |
| 5 |
Vanguard ESG US Stock ETF
ESGV
|
+$610K |
Top Sells
Sector Composition
| 1 | Technology | 11.3% |
| 2 | Healthcare | 8.06% |
| 3 | Financials | 6.67% |
| 4 | Consumer Staples | 4.12% |
| 5 | Communication Services | 4.02% |
