HDIM

Hanson & Doremus Investment Management Portfolio holdings

AUM $832M
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
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
+$2.76M
2
+$1.85M
3
+$698K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$598K
5
BND icon
Vanguard Total Bond Market
BND
+$552K

Top Sells

1
+$778K
2
+$619K
3
+$478K
4
ED icon
Consolidated Edison
ED
+$219K
5
PBCT
People's United Financial Inc
PBCT
+$206K

Sector Composition

1 Technology 13.95%
2 Financials 10.68%
3 Healthcare 10.36%
4 Industrials 9.36%
5 Energy 8.14%
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%
1,147
259
$46K 0.02%
3,803
260
$45K 0.02%
1,035
261
$44K 0.02%
399
262
$43K 0.02%
1,805
263
$43K 0.02%
3,603
+602
264
$43K 0.02%
+811
265
$43K 0.02%
1,200
266
$43K 0.02%
2,895
-415
267
$43K 0.02%
3,887
268
$43K 0.02%
1,150
-440
269
$43K 0.02%
650
270
$42K 0.02%
+642
271
$42K 0.02%
604
+1
272
$41K 0.02%
4,270
273
$40K 0.02%
744
274
$40K 0.02%
853
275
$39K 0.02%
702
9 10
11
12 13