HDIM
Hanson & Doremus Investment Management Portfolio holdings
AUM
$748M
1-Year Return
14.86%
This Quarter Return
-11.5%
1 Year Return
+14.86%
3 Year Return
+52.13%
5 Year Return
+84.99%
10 Year Return
+164.81%
AUM
$277M
AUM Growth
-$43M
(-13%)
Cap. Flow
-$1.64M
Cap. Flow
% of AUM
-0.59%
Top 10 Holdings %
Top 10 Hldgs %
38.69%
Holding
477
New
18
Increased
56
Reduced
151
Closed
26
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$6.81M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
+$6.38M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$3.53M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$1.78M |
| 5 |
Vanguard Total Bond Market
BND
|
+$1.48M |
Top Sells
| 1 |
Schwab International Equity ETF
SCHF
|
+$4.87M |
| 2 |
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
|
+$4.81M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$2.08M |
| 4 |
Vodafone
VOD
|
+$1.88M |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.34M |
Sector Composition
| 1 | Technology | 12.84% |
| 2 | Healthcare | 9.32% |
| 3 | Industrials | 6.83% |
| 4 | Financials | 6.77% |
| 5 | Communication Services | 4.87% |
