HDIM
Hanson & Doremus Investment Management Portfolio holdings
AUM
$748M
This Quarter Return
+3.99%
1 Year Return
+14.86%
3 Year Return
+52.13%
5 Year Return
+84.99%
10 Year Return
+164.81%
AUM
$212M
AUM Growth
+$212M
(+2%)
Cap. Flow
-$294K
Cap. Flow
% of AUM
-0.14%
Top 10 Holdings %
Top 10 Hldgs %
22.09%
Holding
436
New
12
Increased
53
Reduced
117
Closed
16
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$1.02M |
| 2 |
Verizon
VZ
|
$955K |
| 3 |
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
|
$637K |
| 4 |
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
|
$386K |
| 5 |
Schwab International Equity ETF
SCHF
|
$380K |
Top Sells
| 1 |
Toronto Dominion Bank
TD
|
$1.4M |
| 2 |
Vodafone
VOD
|
$1.28M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$1.23M |
| 4 |
Exxon Mobil
XOM
|
$628K |
| 5 |
GE Aerospace
GE
|
$521K |
Sector Composition
| 1 | Technology | 15.86% |
| 2 | Financials | 11.48% |
| 3 | Healthcare | 11.04% |
| 4 | Energy | 10.08% |
| 5 | Industrials | 9.14% |
