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
$233M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.78M
3
+$672K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$582K
5
BND icon
Vanguard Total Bond Market
BND
+$551K

Top Sells

1
+$778K
2
+$619K
3
+$489K
4
ED icon
Consolidated Edison
ED
+$229K
5
PBCT
People's United Financial Inc
PBCT
+$213K

Sector Composition

1 Technology 15.39%
2 Financials 10.68%
3 Healthcare 10.36%
4 Energy 8.14%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$50K 0.02%
1,470
+175
252
$50K 0.02%
2,850
253
$49K 0.02%
2,185
+1,630
254
$49K 0.02%
520
255
$49K 0.02%
375
256
$48K 0.02%
2,450
-600
257
$47K 0.02%
3,504
258
$46K 0.02%
3,803
259
$46K 0.02%
1,147
260
$45K 0.02%
1,035
261
$44K 0.02%
399
262
$43K 0.02%
2,895
-415
263
$43K 0.02%
1,200
264
$43K 0.02%
+811
265
$43K 0.02%
3,603
+602
266
$43K 0.02%
1,805
267
$43K 0.02%
650
268
$43K 0.02%
1,150
-440
269
$43K 0.02%
3,887
270
$42K 0.02%
604
+1
271
$42K 0.02%
+642
272
$41K 0.02%
4,270
273
$40K 0.02%
853
274
$40K 0.02%
744
275
$39K 0.02%
562
-204
9 10
11
12 13