HDIM
Hanson & Doremus Investment Management Portfolio holdings
AUM
$748M
1-Year Return
14.86%
This Quarter Return
+5.87%
1 Year Return
+14.86%
3 Year Return
+52.13%
5 Year Return
+84.99%
10 Year Return
+164.81%
AUM
$630M
AUM Growth
+$32.5M
(+5.5%)
Cap. Flow
+$1.17M
Cap. Flow
% of AUM
0.19%
Top 10 Holdings %
Top 10 Hldgs %
56.36%
Holding
462
New
8
Increased
49
Reduced
151
Closed
40
Top Buys
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$2.98M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$2.18M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$803K |
| 4 |
IQVIA
IQV
|
$676K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$622K |
Top Sells
| 1 |
Coca-Cola
KO
|
$704K |
| 2 |
Unilever
UL
|
$573K |
| 3 |
Ingredion
INGR
|
$510K |
| 4 |
Emerson Electric
EMR
|
$486K |
| 5 |
Microsoft
MSFT
|
$468K |
Sector Composition
| 1 | Technology | 12.72% |
| 2 | Healthcare | 5.98% |
| 3 | Financials | 5.4% |
| 4 | Consumer Staples | 3.39% |
| 5 | Industrials | 3.28% |
