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
$234M
AUM Growth
-$2.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$781K
3
+$597K
4
MON
Monsanto Co
MON
+$497K
5
BND icon
Vanguard Total Bond Market
BND
+$494K

Top Sells

1
+$321K
2
+$252K
3
+$193K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$168K
5
WW
WW International
WW
+$149K

Sector Composition

1 Technology 15.18%
2 Financials 10.98%
3 Healthcare 10.41%
4 Communication Services 8.3%
5 Industrials 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$49K 0.02%
2,240
+2,000
252
$49K 0.02%
510
253
$47K 0.02%
226
-24
254
$47K 0.02%
1,064
255
$46K 0.02%
3,887
256
$46K 0.02%
955
+1
257
$45K 0.02%
1,130
-1,015
258
$45K 0.02%
1,147
259
$45K 0.02%
565
260
$45K 0.02%
3,504
261
$45K 0.02%
811
262
$45K 0.02%
9,290
-30,846
263
$45K 0.02%
375
264
$44K 0.02%
4,088
+485
265
$44K 0.02%
465
266
$42K 0.02%
875
267
$42K 0.02%
741
+18
268
$42K 0.02%
399
269
$41K 0.02%
4,270
270
$41K 0.02%
606
271
$40K 0.02%
2,928
-875
272
$40K 0.02%
515
273
$39K 0.02%
460
274
$38K 0.02%
1,035
275
$38K 0.02%
795
9 10
11
12 13