HDIM
Hanson & Doremus Investment Management Portfolio holdings
AUM
$869M
1-Year Est. Return
23.79%
This Fund
S&P 500
1 Year Est. Return
+23.79%
AUM
$869M
AUM Growth
+$37.3M
(+4.5%)
Holding
560
Top Buys
| 1 | +$4.76M | |
| 2 | +$3.97M | |
| 3 | +$3.13M | |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$2.21M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$2M |
Top Sells
| 1 | +$2.34M | |
| 2 | +$1.89M | |
| 3 | +$1.16M | |
| 4 |
AstraZeneca
AZN
|
+$1.04M |
| 5 |
Seagate
STX
|
+$997K |
Sector Composition
| 1 | Technology | 14.26% |
| 2 | Financials | 6.96% |
| 3 | Healthcare | 5.47% |
| 4 | Industrials | 3.97% |
| 5 | Consumer Staples | 2.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
551
Vanguard Large-Cap ETF
VV
$53.3B
| – | – |
-21
|
|
||
552
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.05B
| $0 | ﹤0.01% |
+6
|
|
||
|
SOBO
553
South Bow Corp
SOBO
$7.5B
| – | – |
-226
|
|
||
|
SRSC
554
DELISTED
SEARS Canada Inc.
SRSC
| $0 | ﹤0.01% |
+42
|
|