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
$208M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$949K
2
+$751K
3
+$500K
4
ACCO icon
Acco Brands
ACCO
+$484K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$484K

Top Sells

1
+$741K
2
+$446K
3
+$422K
4
MDT icon
Medtronic
MDT
+$374K
5
GE icon
GE Aerospace
GE
+$371K

Sector Composition

1 Technology 15.28%
2 Financials 11.55%
3 Healthcare 10.79%
4 Energy 10.47%
5 Industrials 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$19K 0.01%
1,100
-362
302
$19K 0.01%
414
303
$18K 0.01%
200
304
$18K 0.01%
850
+400
305
$18K 0.01%
2,346
+1,626
306
$18K 0.01%
750
307
$18K 0.01%
500
308
$17K 0.01%
+396
309
$17K 0.01%
879
-22
310
$17K 0.01%
+284
311
$17K 0.01%
183
-941
312
$17K 0.01%
200
313
$16K 0.01%
516
-8
314
$16K 0.01%
380
315
$16K 0.01%
298
316
$16K 0.01%
300
317
$16K 0.01%
992
318
$16K 0.01%
460
319
$15K 0.01%
349
320
$15K 0.01%
400
321
$15K 0.01%
420
322
$15K 0.01%
1,245
323
$15K 0.01%
300
324
$14K 0.01%
1,327
-823
325
$14K 0.01%
200
11 12
13
14 15