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
$432M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.72M
3
+$1.55M
4
BND icon
Vanguard Total Bond Market
BND
+$1.05M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$863K

Top Sells

1
+$495K
2
+$444K
3
+$372K
4
WY icon
Weyerhaeuser
WY
+$325K
5
PBCT
People's United Financial Inc
PBCT
+$318K

Sector Composition

1 Technology 13.4%
2 Healthcare 7.35%
3 Financials 6.82%
4 Communication Services 5.27%
5 Industrials 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$88K 0.02%
2,075
+45
252
$88K 0.02%
599
+424
253
$85K 0.02%
239
+50
254
$84K 0.02%
339
255
$83K 0.02%
1,108
256
$81K 0.02%
474
-6
257
$80K 0.02%
400
258
$79K 0.02%
1,456
+182
259
$78K 0.02%
282
+210
260
$77K 0.02%
421
261
$77K 0.02%
584
262
$77K 0.02%
2,075
263
$75K 0.02%
310
+35
264
$75K 0.02%
845
+58
265
$74K 0.02%
230
+58
266
$74K 0.02%
6,640
267
$74K 0.02%
726
268
$73K 0.02%
1,575
-1,080
269
$71K 0.02%
1,036
+22
270
$71K 0.02%
3,256
271
$71K 0.02%
5,240
272
$70K 0.02%
194
273
$70K 0.02%
211
+50
274
$69K 0.02%
1,250
275
$69K 0.02%
920
9 10
11
12 13