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
$433M
AUM Growth
+$97.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$4.73M
3
+$3.72M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$3.57M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.21M

Top Sells

1
+$1.17M
2
+$1.09M
3
+$864K
4
TSM icon
TSMC
TSM
+$857K
5
MSFT icon
Microsoft
MSFT
+$798K

Sector Composition

1 Technology 12.4%
2 Healthcare 6.69%
3 Financials 6.29%
4 Communication Services 4.64%
5 Industrials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$65K 0.02%
1,080
277
$65K 0.02%
1,456
+182
278
$65K 0.02%
167
+47
279
$64K 0.01%
3,600
280
$64K 0.01%
537
281
$62K 0.01%
298
+80
282
$62K 0.01%
165
283
$61K 0.01%
+223
284
$61K 0.01%
440
285
$60K 0.01%
230
+110
286
$58K 0.01%
706
+259
287
$57K 0.01%
68
+3
288
$57K 0.01%
335
+188
289
$55K 0.01%
202
290
$54K 0.01%
+3,045
291
$54K 0.01%
311
+239
292
$54K 0.01%
302
293
$51K 0.01%
520
294
$50K 0.01%
+785
295
$49K 0.01%
549
-163
296
$49K 0.01%
167
+113
297
$48K 0.01%
620
298
$47K 0.01%
+135
299
$47K 0.01%
+867
300
$47K 0.01%
742
10 11
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