HDIM
Hanson & Doremus Investment Management Portfolio holdings
AUM
$748M
This Quarter Return
-1.4%
1 Year Return
+14.86%
3 Year Return
+52.13%
5 Year Return
+84.99%
10 Year Return
+164.81%
AUM
$221M
AUM Growth
+$221M
(+1.6%)
Cap. Flow
+$9.13M
Cap. Flow
% of AUM
4.13%
Top 10 Holdings %
Top 10 Hldgs %
22.49%
Holding
433
New
14
Increased
62
Reduced
109
Closed
5
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$4.07M |
| 2 |
Schwab International Equity ETF
SCHF
|
$2.41M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.11M |
| 4 |
Vodafone
VOD
|
$506K |
| 5 |
Vanguard Total Bond Market
BND
|
$414K |
Top Sells
| 1 |
iShares MSCI Japan ETF
EWJ
|
$167K |
| 2 |
TQNT
TRIQUINT SEMICONDUCTOR INC
TQNT
|
$141K |
| 3 |
Verizon
VZ
|
$132K |
| 4 |
Oneok
OKE
|
$107K |
| 5 |
National Grid
NGG
|
$100K |
Sector Composition
| 1 | Technology | 15.19% |
| 2 | Financials | 11.11% |
| 3 | Healthcare | 10.37% |
| 4 | Energy | 9.37% |
| 5 | Communication Services | 8.07% |
