HDIM
Hanson & Doremus Investment Management Portfolio holdings
AUM
$748M
This Quarter Return
-12.19%
1 Year Return
+14.86%
3 Year Return
+52.13%
5 Year Return
+84.99%
10 Year Return
+164.81%
AUM
$409M
AUM Growth
+$409M
(-12%)
Cap. Flow
+$6.44M
Cap. Flow
% of AUM
1.57%
Top 10 Holdings %
Top 10 Hldgs %
47.47%
Holding
552
New
44
Increased
107
Reduced
140
Closed
25
Top Buys
| 1 |
Trustmark
TRMK
|
$2.54M |
| 2 |
M&T Bank
MTB
|
$2.2M |
| 3 |
Amazon
AMZN
|
$1.83M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$988K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$834K |
Top Sells
Sector Composition
| 1 | Technology | 11.3% |
| 2 | Healthcare | 8.06% |
| 3 | Financials | 6.67% |
| 4 | Consumer Staples | 4.12% |
| 5 | Communication Services | 4.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
LiveRamp
RAMP
$1.83B
| – | – | -56 | Closed | -$2K |
|