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
$208M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$949K
2
+$751K
3
+$500K
4
ACCO icon
Acco Brands
ACCO
+$484K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$484K

Top Sells

1
+$741K
2
+$446K
3
+$422K
4
MDT icon
Medtronic
MDT
+$374K
5
GE icon
GE Aerospace
GE
+$371K

Sector Composition

1 Technology 15.28%
2 Financials 11.55%
3 Healthcare 10.79%
4 Energy 10.47%
5 Industrials 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$43K 0.02%
933
252
$42K 0.02%
1,053
253
$42K 0.02%
401
254
$41K 0.02%
1,035
255
$39K 0.02%
4,270
256
$38K 0.02%
1,147
257
$38K 0.02%
+933
258
$37K 0.02%
744
259
$37K 0.02%
1,223
260
$37K 0.02%
600
+300
261
$36K 0.02%
795
262
$35K 0.02%
+1,275
263
$35K 0.02%
285
264
$34K 0.02%
586
265
$33K 0.02%
+1,035
266
$32K 0.02%
600
267
$32K 0.02%
+433
268
$32K 0.02%
702
269
$32K 0.02%
1,200
270
$31K 0.01%
1,200
271
$31K 0.01%
360
+315
272
$30K 0.01%
3,001
273
$29K 0.01%
878
274
$29K 0.01%
276
275
$28K 0.01%
640
9 10
11
12 13