HDIM
Hanson & Doremus Investment Management Portfolio holdings
AUM
$832M
1-Year Est. Return
21.35%
This Fund
S&P 500
1 Year Est. Return
+21.35%
AUM
$485M
AUM Growth
+$3.94M
(+0.82%)
Holding
462
Top Buys
| 1 | +$29.8M | |
| 2 | +$23.8M | |
| 3 | +$5.34M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$3.46M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.79M |
Top Sells
| 1 | +$27.5M | |
| 2 | +$14.9M | |
| 3 | +$1.74M | |
| 4 |
CVS Health
CVS
|
+$1.33M |
| 5 |
Starbucks
SBUX
|
+$1.04M |
Sector Composition
| 1 | Technology | 11.49% |
| 2 | Healthcare | 6.6% |
| 3 | Financials | 6.38% |
| 4 | Consumer Staples | 3.91% |
| 5 | Industrials | 3.71% |