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
$433M
AUM Growth
+$97.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$4.73M
3
+$3.72M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$3.57M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.21M

Top Sells

1
+$1.17M
2
+$1.09M
3
+$864K
4
TSM icon
TSMC
TSM
+$857K
5
MSFT icon
Microsoft
MSFT
+$798K

Sector Composition

1 Technology 12.4%
2 Healthcare 6.69%
3 Financials 6.29%
4 Communication Services 4.64%
5 Industrials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$90K 0.02%
872
-84
252
$90K 0.02%
2,522
-2,285
253
$84K 0.02%
703
-8
254
$83K 0.02%
454
-26
255
$83K 0.02%
239
+50
256
$83K 0.02%
+599
257
$81K 0.02%
1,534
258
$81K 0.02%
726
+412
259
$80K 0.02%
+2,455
260
$80K 0.02%
+4,695
261
$80K 0.02%
1,302
+1,183
262
$80K 0.02%
24,527
-3,178
263
$78K 0.02%
194
+139
264
$78K 0.02%
500
265
$76K 0.02%
515
-8
266
$75K 0.02%
6,640
267
$75K 0.02%
584
268
$74K 0.02%
1,250
269
$74K 0.02%
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-6,465
270
$71K 0.02%
211
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271
$71K 0.02%
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-863
272
$70K 0.02%
857
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273
$69K 0.02%
424
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274
$69K 0.02%
421
275
$68K 0.02%
1,486
+1,102
9 10
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12 13