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
$433M
AUM Growth
+$97.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$4.73M
3
+$3.72M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$3.57M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.21M

Top Sells

1
+$1.17M
2
+$1.09M
3
+$864K
4
TSM icon
TSMC
TSM
+$857K
5
MSFT icon
Microsoft
MSFT
+$798K

Sector Composition

1 Technology 12.4%
2 Healthcare 6.69%
3 Financials 6.29%
4 Communication Services 4.64%
5 Industrials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$117K 0.03%
700
227
$115K 0.03%
1,325
+148
228
$114K 0.03%
1,818
-42
229
$111K 0.03%
576
+76
230
$110K 0.03%
3,475
-170
231
$109K 0.03%
1,893
-550
232
$107K 0.02%
932
233
$106K 0.02%
1,629
-1,525
234
$105K 0.02%
1,752
-14
235
$105K 0.02%
1,706
236
$105K 0.02%
1,276
+262
237
$103K 0.02%
+1,728
238
$102K 0.02%
2,357
-3,183
239
$101K 0.02%
300
240
$101K 0.02%
339
241
$100K 0.02%
3,175
+430
242
$100K 0.02%
1,184
+1,087
243
$98K 0.02%
1,881
-463
244
$97K 0.02%
+3,778
245
$97K 0.02%
1,877
+8
246
$97K 0.02%
1,286
-694
247
$94K 0.02%
+4,170
248
$94K 0.02%
3,072
-93
249
$91K 0.02%
1,108
+554
250
$90K 0.02%
4,875
8 9
10
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