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
$432M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.72M
3
+$1.55M
4
BND icon
Vanguard Total Bond Market
BND
+$1.05M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$863K

Top Sells

1
+$495K
2
+$444K
3
+$372K
4
WY icon
Weyerhaeuser
WY
+$325K
5
PBCT
People's United Financial Inc
PBCT
+$318K

Sector Composition

1 Technology 13.4%
2 Healthcare 7.35%
3 Financials 6.82%
4 Communication Services 5.27%
5 Industrials 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$69K 0.02%
500
277
$68K 0.02%
2,808
278
$67K 0.02%
1,534
279
$67K 0.02%
1,428
-1,270
280
$65K 0.02%
303
-30
281
$64K 0.01%
1,080
282
$64K 0.01%
1,661
+219
283
$62K 0.01%
167
+20
284
$60K 0.01%
447
+7
285
$60K 0.01%
712
286
$59K 0.01%
165
287
$59K 0.01%
770
288
$58K 0.01%
702
+253
289
$58K 0.01%
5,840
-1,650
290
$57K 0.01%
530
291
$54K 0.01%
223
292
$54K 0.01%
+3,045
293
$54K 0.01%
424
+47
294
$53K 0.01%
202
295
$53K 0.01%
537
296
$51K 0.01%
302
297
$51K 0.01%
68
+3
298
$48K 0.01%
742
299
$48K 0.01%
538
300
$46K 0.01%
785
10 11
12
13 14