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
$221M
AUM Growth
-$554K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$478K
2
+$436K
3
+$395K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$380K
5
SYF icon
Synchrony
SYF
+$319K

Top Sells

1
+$2.88M
2
+$655K
3
+$474K
4
CENT icon
Central Garden & Pet Co
CENT
+$289K
5
JST
JINPAN INT'L LTD(COMMON)
JST
+$288K

Sector Composition

1 Technology 14.97%
2 Healthcare 11.32%
3 Financials 9.5%
4 Industrials 8.47%
5 Communication Services 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$31K 0.01%
626
+2
277
$30K 0.01%
410
278
$29K 0.01%
500
279
$28K 0.01%
545
280
$28K 0.01%
595
-128
281
$28K 0.01%
500
-100
282
$28K 0.01%
703
283
$28K 0.01%
200
284
$27K 0.01%
421
285
$26K 0.01%
285
286
$26K 0.01%
940
287
$26K 0.01%
934
288
$26K 0.01%
890
-1,060
289
$26K 0.01%
200
290
$26K 0.01%
290
291
$25K 0.01%
1,636
292
$25K 0.01%
590
293
$24K 0.01%
+334
294
$24K 0.01%
450
295
$24K 0.01%
350
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296
$24K 0.01%
3,329
+17
297
$24K 0.01%
13,755
-16,470
298
$23K 0.01%
879
299
$23K 0.01%
328
300
$22K 0.01%
1,463
+446
10 11
12
13 14