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
$234M
AUM Growth
-$2.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$781K
3
+$597K
4
MON
Monsanto Co
MON
+$497K
5
BND icon
Vanguard Total Bond Market
BND
+$494K

Top Sells

1
+$321K
2
+$252K
3
+$193K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$168K
5
WW
WW International
WW
+$149K

Sector Composition

1 Technology 15.18%
2 Financials 10.98%
3 Healthcare 10.41%
4 Communication Services 8.3%
5 Industrials 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$73K 0.03%
1,000
227
$72K 0.03%
1,648
228
$69K 0.03%
1,030
-160
229
$69K 0.03%
652
+516
230
$69K 0.03%
2,830
231
$69K 0.03%
600
232
$67K 0.03%
+5,635
233
$67K 0.03%
575
234
$67K 0.03%
3,685
+15
235
$66K 0.03%
6,054
+900
236
$65K 0.03%
609
-100
237
$64K 0.03%
665
238
$63K 0.03%
339
239
$63K 0.03%
449
240
$62K 0.03%
777
241
$62K 0.03%
2,270
242
$62K 0.03%
+460
243
$60K 0.03%
+556
244
$60K 0.03%
2,895
245
$60K 0.03%
2,850
246
$58K 0.02%
1,950
247
$52K 0.02%
933
248
$52K 0.02%
1,490
-130
249
$51K 0.02%
1,200
250
$50K 0.02%
1,140
8 9
10
11 12