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
$322M
AUM Growth
+$6.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.48M
3
+$1.34M
4
BND icon
Vanguard Total Bond Market
BND
+$677K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$654K

Top Sells

1
+$721K
2
+$531K
3
+$358K
4
TTM
Tata Motors Limited
TTM
+$326K
5
ACIA
Acacia Communications Inc
ACIA
+$285K

Sector Composition

1 Technology 13.04%
2 Healthcare 8.11%
3 Financials 6.62%
4 Industrials 6.17%
5 Communication Services 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$53K 0.02%
680
277
$52K 0.02%
263
278
$51K 0.02%
584
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$51K 0.02%
189
280
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261
281
$50K 0.02%
500
282
$48K 0.01%
939
283
$48K 0.01%
742
284
$47K 0.01%
538
285
$47K 0.01%
215
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286
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410
287
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413
-27
288
$46K 0.01%
390
289
$46K 0.01%
290
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290
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291
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292
$44K 0.01%
628
293
$44K 0.01%
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294
$44K 0.01%
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295
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297
$43K 0.01%
429
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298
$42K 0.01%
2,215
-1,025
299
$40K 0.01%
165
-35
300
$39K 0.01%
264
10 11
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