HDIM
Hanson & Doremus Investment Management Portfolio holdings
AUM
$748M
1-Year Return
14.86%
This Quarter Return
+9.64%
1 Year Return
+14.86%
3 Year Return
+52.13%
5 Year Return
+84.99%
10 Year Return
+164.81%
AUM
$465M
AUM Growth
+$77.5M
(+20%)
Cap. Flow
+$4.06M
Cap. Flow
% of AUM
0.87%
Top 10 Holdings %
Top 10 Hldgs %
46.49%
Holding
574
New
62
Increased
171
Reduced
113
Closed
50
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$5.29M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.24M |
| 3 |
Vanguard Total Bond Market
BND
|
$2.06M |
| 4 |
Vanguard ESG US Stock ETF
ESGV
|
$1.91M |
| 5 |
Trustmark
TRMK
|
$1.85M |
Top Sells
| 1 |
Apple
AAPL
|
$40M |
| 2 |
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
|
$667K |
| 3 |
Kraft Heinz
KHC
|
$466K |
| 4 |
SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
EEMX
|
$412K |
| 5 |
iShares TIPS Bond ETF
TIP
|
$344K |
Sector Composition
| 1 | Technology | 11.01% |
| 2 | Healthcare | 8.26% |
| 3 | Financials | 8.09% |
| 4 | Consumer Staples | 4.7% |
| 5 | Industrials | 4.21% |
