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
$315M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$2.93M
3
+$1.59M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.31M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.01M

Top Sells

1
+$994K
2
+$784K
3
+$541K
4
ACTG icon
Acacia Research
ACTG
+$392K
5
MSFT icon
Microsoft
MSFT
+$331K

Sector Composition

1 Technology 13.12%
2 Healthcare 8.45%
3 Industrials 6.82%
4 Financials 6.7%
5 Communication Services 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$104K 0.03%
541
+75
227
$104K 0.03%
1,030
228
$103K 0.03%
3,525
-7,595
229
$101K 0.03%
2,302
230
$101K 0.03%
3,645
231
$101K 0.03%
1,160
+210
232
$98K 0.03%
1,866
233
$98K 0.03%
575
234
$97K 0.03%
3,338
235
$94K 0.03%
1,420
236
$94K 0.03%
1,504
237
$93K 0.03%
+3,157
238
$93K 0.03%
932
239
$92K 0.03%
2,365
240
$89K 0.03%
1,629
-183
241
$89K 0.03%
700
242
$89K 0.03%
5,818
+2,722
243
$86K 0.03%
1,386
-155
244
$84K 0.03%
924
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245
$83K 0.03%
1,095
246
$81K 0.03%
3,159
247
$81K 0.03%
339
248
$79K 0.03%
3,691
249
$79K 0.03%
1,750
250
$75K 0.02%
430
8 9
10
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