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
$233M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.78M
3
+$672K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$582K
5
BND icon
Vanguard Total Bond Market
BND
+$551K

Top Sells

1
+$778K
2
+$619K
3
+$489K
4
ED icon
Consolidated Edison
ED
+$229K
5
PBCT
People's United Financial Inc
PBCT
+$213K

Sector Composition

1 Technology 15.39%
2 Financials 10.68%
3 Healthcare 10.36%
4 Energy 8.14%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$39K 0.02%
355
+30
277
$39K 0.02%
702
278
$38K 0.02%
795
279
$38K 0.02%
939
280
$36K 0.02%
3,035
-4,800
281
$35K 0.02%
285
282
$35K 0.02%
600
283
$35K 0.02%
878
284
$35K 0.02%
1,200
285
$34K 0.01%
7,195
-7,995
286
$33K 0.01%
1,038
-15
287
$33K 0.01%
934
+1
288
$32K 0.01%
900
289
$32K 0.01%
1,035
290
$31K 0.01%
2,254
+1,168
291
$31K 0.01%
740
292
$31K 0.01%
+584
293
$31K 0.01%
+382
294
$31K 0.01%
300
295
$30K 0.01%
315
296
$30K 0.01%
585
297
$30K 0.01%
1,000
298
$29K 0.01%
320
-180
299
$29K 0.01%
2,190
-700
300
$29K 0.01%
250
10 11
12
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