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
$277M
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$6.38M
3
+$3.53M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.78M
5
BND icon
Vanguard Total Bond Market
BND
+$1.48M

Top Sells

1
+$4.87M
2
+$4.81M
3
+$2.08M
4
VOD icon
Vodafone
VOD
+$1.88M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.34M

Sector Composition

1 Technology 12.84%
2 Healthcare 9.32%
3 Industrials 6.83%
4 Financials 6.77%
5 Communication Services 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$41K 0.01%
1,200
277
$39K 0.01%
413
278
$39K 0.01%
742
279
$38K 0.01%
702
280
$38K 0.01%
410
281
$37K 0.01%
500
282
$36K 0.01%
628
283
$36K 0.01%
2,366
284
$36K 0.01%
575
285
$35K 0.01%
+880
286
$35K 0.01%
225
287
$34K 0.01%
334
288
$33K 0.01%
839
-10
289
$33K 0.01%
2,035
-1,840
290
$32K 0.01%
1,147
291
$32K 0.01%
263
292
$32K 0.01%
241
293
$30K 0.01%
120
294
$30K 0.01%
300
295
$30K 0.01%
302
296
$30K 0.01%
4,637
-1,853
297
$29K 0.01%
213
298
$29K 0.01%
2,075
-1,425
299
$29K 0.01%
427
300
$28K 0.01%
486
-447
10 11
12
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