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
$335M
AUM Growth
-$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$401K
2
+$334K
3
+$311K
4
FSLR icon
First Solar
FSLR
+$281K
5
STX icon
Seagate
STX
+$271K

Top Sells

1
+$2.45M
2
+$1.95M
3
+$1.85M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.84M
5
VCEB icon
Vanguard ESG US Corporate Bond ETF
VCEB
+$1.72M

Sector Composition

1 Technology 12.52%
2 Healthcare 8%
3 Financials 5.42%
4 Communication Services 4.87%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$77K 0.02%
2,000
227
$77K 0.02%
956
-7
228
$76K 0.02%
932
229
$76K 0.02%
339
230
$73K 0.02%
105
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231
$71K 0.02%
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232
$71K 0.02%
500
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233
$70K 0.02%
523
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234
$70K 0.02%
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-146
235
$70K 0.02%
645
236
$66K 0.02%
1,080
237
$66K 0.02%
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238
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414
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239
$64K 0.02%
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240
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241
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242
$63K 0.02%
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243
$63K 0.02%
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245
$63K 0.02%
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246
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247
$61K 0.02%
2,524
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248
$61K 0.02%
421
249
$60K 0.02%
4,305
+2,795
250
$59K 0.02%
712
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10
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