HDIM
Hanson & Doremus Investment Management Portfolio holdings
AUM
$748M
This Quarter Return
-1.45%
1 Year Return
+14.86%
3 Year Return
+52.13%
5 Year Return
+84.99%
10 Year Return
+164.81%
AUM
$234M
AUM Growth
+$234M
(-1%)
Cap. Flow
+$2.94M
Cap. Flow
% of AUM
1.25%
Top 10 Holdings %
Top 10 Hldgs %
25.36%
Holding
478
New
21
Increased
80
Reduced
118
Closed
28
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$1.06M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$781K |
| 3 |
Amkor Technology
AMKR
|
$597K |
| 4 |
MON
Monsanto Co
MON
|
$497K |
| 5 |
Vanguard Total Bond Market
BND
|
$494K |
Top Sells
| 1 |
Xerox
XRX
|
$321K |
| 2 |
Ezcorp Inc
EZPW
|
$252K |
| 3 |
Valero Energy
VLO
|
$193K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$168K |
| 5 |
WW
WW International
WW
|
$149K |
Sector Composition
| 1 | Technology | 15.18% |
| 2 | Financials | 10.98% |
| 3 | Healthcare | 10.41% |
| 4 | Communication Services | 8.3% |
| 5 | Industrials | 7.92% |