HDIM
Hanson & Doremus Investment Management Portfolio holdings
AUM
$748M
1-Year Return
14.86%
This Quarter Return
+5.01%
1 Year Return
+14.86%
3 Year Return
+52.13%
5 Year Return
+84.99%
10 Year Return
+164.81%
AUM
$450M
AUM Growth
-$14.6M
(-3.1%)
Cap. Flow
-$31.4M
Cap. Flow
% of AUM
-6.98%
Top 10 Holdings %
Top 10 Hldgs %
49.84%
Holding
539
New
15
Increased
58
Reduced
207
Closed
84
Top Buys
| 1 |
Vanguard ESG US Stock ETF
ESGV
|
$1.94M |
| 2 |
Vanguard ESG International Stock ETF
VSGX
|
$1.22M |
| 3 |
Vanguard ESG US Corporate Bond ETF
VCEB
|
$672K |
| 4 |
International Flavors & Fragrances
IFF
|
$464K |
| 5 |
Kilroy Realty
KRC
|
$449K |
Top Sells
| 1 |
Microsoft
MSFT
|
$1.81M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.45M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$1.39M |
| 4 |
Tesla
TSLA
|
$1.25M |
| 5 |
Costco
COST
|
$1.16M |
Sector Composition
| 1 | Technology | 11.95% |
| 2 | Healthcare | 7.21% |
| 3 | Financials | 6.06% |
| 4 | Consumer Staples | 4.08% |
| 5 | Industrials | 3.65% |
