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
$234M
AUM Growth
-$2.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$781K
3
+$597K
4
MON
Monsanto Co
MON
+$497K
5
BND icon
Vanguard Total Bond Market
BND
+$494K

Top Sells

1
+$321K
2
+$252K
3
+$193K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$168K
5
WW
WW International
WW
+$149K

Sector Composition

1 Technology 15.18%
2 Financials 10.98%
3 Healthcare 10.41%
4 Communication Services 8.3%
5 Industrials 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$27K 0.01%
200
302
$26K 0.01%
3,675
303
$26K 0.01%
285
304
$26K 0.01%
800
305
$26K 0.01%
+484
306
$26K 0.01%
500
-180
307
$25K 0.01%
300
308
$25K 0.01%
450
309
$25K 0.01%
418
310
$24K 0.01%
740
311
$24K 0.01%
+175
312
$24K 0.01%
290
313
$23K 0.01%
200
314
$23K 0.01%
900
315
$23K 0.01%
1,342
316
$22K 0.01%
414
317
$22K 0.01%
700
318
$21K 0.01%
100
319
$21K 0.01%
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320
$21K 0.01%
200
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-100
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$20K 0.01%
400
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$20K 0.01%
210
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325
$20K 0.01%
550
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