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
$208M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$949K
2
+$751K
3
+$500K
4
ACCO icon
Acco Brands
ACCO
+$484K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$484K

Top Sells

1
+$741K
2
+$446K
3
+$422K
4
MDT icon
Medtronic
MDT
+$374K
5
GE icon
GE Aerospace
GE
+$371K

Sector Composition

1 Technology 15.28%
2 Financials 11.55%
3 Healthcare 10.79%
4 Energy 10.47%
5 Industrials 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$28K 0.01%
740
277
$28K 0.01%
759
-399
278
$27K 0.01%
1,200
279
$26K 0.01%
223
-200
280
$26K 0.01%
+1,805
281
$26K 0.01%
250
282
$25K 0.01%
900
283
$25K 0.01%
1,356
284
$25K 0.01%
800
285
$25K 0.01%
1,000
-250
286
$25K 0.01%
500
287
$24K 0.01%
286
-98
288
$24K 0.01%
345
289
$23K 0.01%
500
290
$23K 0.01%
700
291
$23K 0.01%
1,000
-1,000
292
$23K 0.01%
500
293
$23K 0.01%
460
294
$23K 0.01%
340
+40
295
$22K 0.01%
450
296
$22K 0.01%
400
297
$22K 0.01%
100
298
$21K 0.01%
1,653
299
$20K 0.01%
67
300
$19K 0.01%
200
10 11
12
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