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
$286M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.51M
3
+$1.32M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.06M
5
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$815K

Top Sells

1
+$4.14M
2
+$854K
3
+$634K
4
PRXL
Parexel International Corp
PRXL
+$577K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$407K

Sector Composition

1 Technology 14.45%
2 Industrials 9.47%
3 Healthcare 9.12%
4 Financials 8.05%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$56K 0.02%
+1,050
277
$55K 0.02%
837
278
$54K 0.02%
780
-290
279
$53K 0.02%
654
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280
$51K 0.02%
362
281
$51K 0.02%
877
282
$51K 0.02%
2,250
-1,775
283
$50K 0.02%
2,613
284
$50K 0.02%
1,306
+1,000
285
$50K 0.02%
614
+2
286
$48K 0.02%
1,880
+188
287
$48K 0.02%
939
288
$48K 0.02%
500
289
$47K 0.02%
391
290
$47K 0.02%
5,409
291
$47K 0.02%
435
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292
$46K 0.02%
3,148
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293
$46K 0.02%
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294
$45K 0.02%
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295
$45K 0.02%
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-240
296
$44K 0.02%
340
297
$44K 0.02%
413
298
$43K 0.02%
514
-75
299
$43K 0.02%
880
300
$43K 0.02%
421
10 11
12
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