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
$234M
AUM Growth
-$2.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$781K
3
+$597K
4
MON
Monsanto Co
MON
+$497K
5
BND icon
Vanguard Total Bond Market
BND
+$494K

Top Sells

1
+$321K
2
+$252K
3
+$193K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$168K
5
WW
WW International
WW
+$149K

Sector Composition

1 Technology 15.18%
2 Financials 10.98%
3 Healthcare 10.41%
4 Communication Services 8.3%
5 Industrials 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$37K 0.02%
600
277
$37K 0.02%
2,457
-381
278
$36K 0.02%
1,200
279
$36K 0.02%
908
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280
$36K 0.02%
755
281
$35K 0.01%
702
282
$34K 0.01%
1,023
-15
283
$34K 0.01%
324
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284
$34K 0.01%
700
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285
$34K 0.01%
1,300
286
$33K 0.01%
200
287
$32K 0.01%
+703
288
$32K 0.01%
562
289
$32K 0.01%
250
290
$31K 0.01%
590
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291
$31K 0.01%
325
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292
$31K 0.01%
934
293
$30K 0.01%
585
294
$30K 0.01%
640
295
$30K 0.01%
3,218
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296
$30K 0.01%
384
297
$27K 0.01%
500
298
$27K 0.01%
400
299
$27K 0.01%
500
300
$27K 0.01%
1,115
10 11
12
13 14