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
$277M
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$6.38M
3
+$3.53M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.78M
5
BND icon
Vanguard Total Bond Market
BND
+$1.48M

Top Sells

1
+$4.87M
2
+$4.81M
3
+$2.08M
4
VOD icon
Vodafone
VOD
+$1.88M
5
TIP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$76K 0.03%
1,930
227
$76K 0.03%
2,365
+920
228
$75K 0.03%
3,691
229
$75K 0.03%
1,095
230
$75K 0.03%
2,499
231
$75K 0.03%
1,602
232
$73K 0.03%
1,866
233
$69K 0.02%
1,000
234
$69K 0.02%
1,750
235
$69K 0.02%
339
236
$67K 0.02%
972
237
$67K 0.02%
700
238
$66K 0.02%
377
-62
239
$66K 0.02%
430
240
$65K 0.02%
1,468
-857
241
$65K 0.02%
3,159
242
$64K 0.02%
2,594
243
$63K 0.02%
1,100
244
$63K 0.02%
1,905
245
$62K 0.02%
450
246
$62K 0.02%
9,062
-5,082
247
$61K 0.02%
466
-2
248
$60K 0.02%
466
249
$60K 0.02%
470
250
$60K 0.02%
787
8 9
10
11 12