HDIM
Hanson & Doremus Investment Management Portfolio holdings
AUM
$748M
This Quarter Return
-5.91%
1 Year Return
+14.86%
3 Year Return
+52.13%
5 Year Return
+84.99%
10 Year Return
+164.81%
AUM
$387M
AUM Growth
-$22.1M
(-5.4%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
2.62%
Top 10 Holdings %
Top 10 Hldgs %
47.96%
Holding
548
New
21
Increased
117
Reduced
139
Closed
36
Top Buys
| 1 |
Apple
AAPL
|
$4.24M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$1.13M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$732K |
| 4 |
TSMC
TSM
|
$649K |
| 5 |
Honeywell
HON
|
$500K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$418K |
| 2 |
Vodafone
VOD
|
$342K |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$342K |
| 4 |
Verizon
VZ
|
$302K |
| 5 |
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
|
$282K |
Sector Composition
| 1 | Technology | 10.9% |
| 2 | Healthcare | 8% |
| 3 | Financials | 7.21% |
| 4 | Consumer Staples | 4.23% |
| 5 | Communication Services | 3.54% |
