HDIM
Hanson & Doremus Investment Management Portfolio holdings
AUM
$748M
1-Year Return
14.86%
This Quarter Return
+3.12%
1 Year Return
+14.86%
3 Year Return
+52.13%
5 Year Return
+84.99%
10 Year Return
+164.81%
AUM
$183M
AUM Growth
–
Cap. Flow
+$183M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
23.08%
Holding
369
New
368
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$5.56M |
| 2 |
GE Aerospace
GE
|
$5.1M |
| 3 |
Vanguard Total Bond Market
BND
|
$4.93M |
| 4 |
Verizon
VZ
|
$4.75M |
| 5 |
Pfizer
PFE
|
$4.06M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 15.94% |
| 2 | Financials | 11.61% |
| 3 | Healthcare | 11.55% |
| 4 | Energy | 10.41% |
| 5 | Industrials | 8.76% |