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
$233M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.78M
3
+$672K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$582K
5
BND icon
Vanguard Total Bond Market
BND
+$551K

Top Sells

1
+$778K
2
+$619K
3
+$489K
4
ED icon
Consolidated Edison
ED
+$229K
5
PBCT
People's United Financial Inc
PBCT
+$213K

Sector Composition

1 Technology 15.39%
2 Financials 10.68%
3 Healthcare 10.36%
4 Energy 8.14%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$75K 0.03%
1,190
227
$74K 0.03%
575
228
$74K 0.03%
7,775
-4,960
229
$72K 0.03%
2,270
230
$72K 0.03%
665
-85
231
$71K 0.03%
1,703
232
$70K 0.03%
1,648
233
$67K 0.03%
1,100
+420
234
$67K 0.03%
+3,650
235
$66K 0.03%
729
-75
236
$65K 0.03%
+1,710
237
$63K 0.03%
777
238
$63K 0.03%
339
239
$62K 0.03%
5,154
240
$62K 0.03%
449
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241
$61K 0.03%
933
242
$61K 0.03%
510
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243
$59K 0.03%
1,140
244
$55K 0.02%
1,003
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245
$54K 0.02%
3,004
+2,370
246
$54K 0.02%
497
247
$53K 0.02%
+2,075
248
$52K 0.02%
250
249
$52K 0.02%
1,064
250
$51K 0.02%
5,867
+559
8 9
10
11 12