HDIM
Hanson & Doremus Investment Management Portfolio holdings
AUM
$748M
This Quarter Return
+1.34%
1 Year Return
+14.86%
3 Year Return
+52.13%
5 Year Return
+84.99%
10 Year Return
+164.81%
AUM
$322M
AUM Growth
+$322M
(+2%)
Cap. Flow
+$3.22M
Cap. Flow
% of AUM
1%
Top 10 Holdings %
Top 10 Hldgs %
41.09%
Holding
493
New
22
Increased
70
Reduced
156
Closed
41
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.98M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$1.48M |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
$1.34M |
| 4 |
Vanguard Total Bond Market
BND
|
$677K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$654K |
Top Sells
Sector Composition
| 1 | Technology | 13.04% |
| 2 | Healthcare | 8.11% |
| 3 | Financials | 6.62% |
| 4 | Industrials | 6.17% |
| 5 | Communication Services | 5.18% |
