HDIM

Hanson & Doremus Investment Management Portfolio holdings

AUM $794M
1-Year Est. Return 17.37%
This Quarter Est. Return
1 Year Est. Return
+17.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$949K
2
+$751K
3
+$500K
4
ACCO icon
Acco Brands
ACCO
+$484K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$484K

Top Sells

1
+$741K
2
+$446K
3
+$422K
4
MDT icon
Medtronic
MDT
+$374K
5
GE icon
GE Aerospace
GE
+$371K

Sector Composition

1 Technology 15.28%
2 Financials 11.55%
3 Healthcare 10.79%
4 Energy 10.47%
5 Industrials 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$67K 0.03%
2,830
-846
227
$65K 0.03%
675
228
$65K 0.03%
3,850
229
$64K 0.03%
1,418
230
$63K 0.03%
5,385
231
$59K 0.03%
400
232
$59K 0.03%
1,140
233
$57K 0.03%
1,064
234
$57K 0.03%
925
+645
235
$56K 0.03%
864
+353
236
$53K 0.03%
650
237
$53K 0.03%
743
+22
238
$50K 0.02%
4,100
239
$49K 0.02%
375
-6
240
$48K 0.02%
+3,650
241
$47K 0.02%
3,887
242
$47K 0.02%
+3,160
243
$47K 0.02%
4,000
244
$46K 0.02%
250
245
$46K 0.02%
497
246
$46K 0.02%
2,890
247
$46K 0.02%
766
248
$45K 0.02%
4,659
249
$45K 0.02%
939
250
$45K 0.02%
3,310
+1,050
8 9
10
11 12