HDIM
Hanson & Doremus Investment Management Portfolio holdings
AUM
$748M
This Quarter Return
+4.09%
1 Year Return
+14.86%
3 Year Return
+52.13%
5 Year Return
+84.99%
10 Year Return
+164.81%
AUM
$232M
AUM Growth
+$232M
(+7.5%)
Cap. Flow
+$9.05M
Cap. Flow
% of AUM
3.91%
Top 10 Holdings %
Top 10 Hldgs %
29.01%
Holding
477
New
30
Increased
58
Reduced
128
Closed
19
Top Buys
Top Sells
| 1 |
iShares MSCI Taiwan ETF
EWT
|
$375K |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$277K |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$257K |
| 4 |
ITC
ITC HOLDINGS CORP
ITC
|
$244K |
| 5 |
Amkor Technology
AMKR
|
$228K |
Sector Composition
| 1 | Technology | 16.28% |
| 2 | Healthcare | 9.95% |
| 3 | Financials | 9.82% |
| 4 | Industrials | 9.51% |
| 5 | Communication Services | 7.66% |