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
$233M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.78M
3
+$672K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$582K
5
BND icon
Vanguard Total Bond Market
BND
+$551K

Top Sells

1
+$778K
2
+$619K
3
+$489K
4
ED icon
Consolidated Edison
ED
+$229K
5
PBCT
People's United Financial Inc
PBCT
+$213K

Sector Composition

1 Technology 15.39%
2 Financials 10.68%
3 Healthcare 10.36%
4 Energy 8.14%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$28K 0.01%
640
302
$27K 0.01%
800
303
$27K 0.01%
+4,420
304
$27K 0.01%
740
305
$27K 0.01%
500
306
$26K 0.01%
450
307
$26K 0.01%
715
308
$26K 0.01%
400
309
$26K 0.01%
400
310
$25K 0.01%
200
311
$25K 0.01%
242
312
$24K 0.01%
1,000
313
$23K 0.01%
1,115
+590
314
$23K 0.01%
516
315
$23K 0.01%
879
316
$23K 0.01%
675
317
$23K 0.01%
414
318
$23K 0.01%
100
319
$22K 0.01%
6,170
-9,810
320
$22K 0.01%
300
321
$22K 0.01%
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322
$22K 0.01%
200
323
$21K 0.01%
700
324
$21K 0.01%
200
325
$20K 0.01%
+300
11 12
13
14 15