HDIM
Hanson & Doremus Investment Management Portfolio holdings
AUM
$748M
1-Year Return
14.86%
This Quarter Return
+6.9%
1 Year Return
+14.86%
3 Year Return
+52.13%
5 Year Return
+84.99%
10 Year Return
+164.81%
AUM
$432M
AUM Growth
+$29.7M
(+7.4%)
Cap. Flow
+$4.69M
Cap. Flow
% of AUM
1.09%
Top 10 Holdings %
Top 10 Hldgs %
46.79%
Holding
542
New
106
Increased
129
Reduced
126
Closed
10
Top Buys
| 1 |
Vanguard ESG US Stock ETF
ESGV
|
$1.93M |
| 2 |
Vanguard ESG US Corporate Bond ETF
VCEB
|
$1.72M |
| 3 |
Vanguard ESG International Stock ETF
VSGX
|
$1.55M |
| 4 |
Vanguard Total Bond Market
BND
|
$1.05M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
$863K |
Top Sells
| 1 |
Sony
SONY
|
$495K |
| 2 |
Seagate
STX
|
$444K |
| 3 |
TSMC
TSM
|
$372K |
| 4 |
Weyerhaeuser
WY
|
$325K |
| 5 |
PBCT
People's United Financial Inc
PBCT
|
$318K |
Sector Composition
| 1 | Technology | 13.4% |
| 2 | Healthcare | 7.35% |
| 3 | Financials | 6.82% |
| 4 | Communication Services | 5.27% |
| 5 | Industrials | 5.18% |
