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
$467M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.52M
3
+$887K
4
EFAX icon
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
+$804K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$551K

Top Sells

1
+$502K
2
+$440K
3
+$359K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$272K
5
ATVI
Activision Blizzard
ATVI
+$214K

Sector Composition

1 Technology 13.14%
2 Healthcare 6.97%
3 Financials 6.19%
4 Communication Services 4.27%
5 Industrials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$75K 0.02%
4,875
277
$72K 0.02%
628
-98
278
$71K 0.02%
1,660
-233
279
$71K 0.02%
3,114
-1,581
280
$70K 0.02%
298
281
$70K 0.02%
140
-27
282
$70K 0.02%
1,250
283
$69K 0.01%
330
+300
284
$69K 0.01%
6,640
285
$68K 0.01%
694
+375
286
$66K 0.01%
440
287
$65K 0.01%
3,045
288
$65K 0.01%
421
289
$64K 0.01%
1,080
290
$62K 0.01%
68
291
$62K 0.01%
302
292
$60K 0.01%
712
+6
293
$60K 0.01%
333
-2
294
$58K 0.01%
520
295
$57K 0.01%
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296
$55K 0.01%
1,584
-1,767
297
$54K 0.01%
785
298
$53K 0.01%
549
299
$53K 0.01%
867
300
$53K 0.01%
742
10 11
12
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