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
$467M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.52M
3
+$887K
4
EFAX icon
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
+$804K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$551K

Top Sells

1
+$502K
2
+$440K
3
+$359K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$272K
5
ATVI
Activision Blizzard
ATVI
+$214K

Sector Composition

1 Technology 13.14%
2 Healthcare 6.97%
3 Financials 6.19%
4 Communication Services 4.27%
5 Industrials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$105K 0.02%
1,131
-53
252
$104K 0.02%
3,036
+581
253
$102K 0.02%
2,023
-161
254
$102K 0.02%
4,170
255
$101K 0.02%
1,058
-287
256
$97K 0.02%
2,186
+525
257
$97K 0.02%
454
258
$96K 0.02%
1,108
259
$96K 0.02%
3,778
260
$92K 0.02%
1,534
261
$91K 0.02%
500
262
$91K 0.02%
211
263
$89K 0.02%
194
264
$86K 0.02%
239
265
$85K 0.02%
+12,082
266
$84K 0.02%
+900
267
$84K 0.02%
2,006
+550
268
$80K 0.02%
592
-111
269
$79K 0.02%
1,571
+85
270
$77K 0.02%
515
271
$76K 0.02%
3,600
272
$76K 0.02%
584
273
$75K 0.02%
5,951
274
$75K 0.02%
857
275
$75K 0.02%
537
9 10
11
12 13