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
$322M
AUM Growth
+$6.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.48M
3
+$1.34M
4
BND icon
Vanguard Total Bond Market
BND
+$677K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$654K

Top Sells

1
+$721K
2
+$531K
3
+$358K
4
TTM
Tata Motors Limited
TTM
+$326K
5
ACIA
Acacia Communications Inc
ACIA
+$285K

Sector Composition

1 Technology 13.04%
2 Healthcare 8.11%
3 Financials 6.62%
4 Industrials 6.17%
5 Communication Services 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$38K 0.01%
1,725
302
$38K 0.01%
520
-200
303
$38K 0.01%
360
304
$38K 0.01%
1,200
305
$36K 0.01%
302
306
$34K 0.01%
1,228
-1,929
307
$33K 0.01%
421
308
$32K 0.01%
285
309
$32K 0.01%
2,075
310
$31K 0.01%
809
311
$31K 0.01%
880
312
$29K 0.01%
65
313
$29K 0.01%
+974
314
$29K 0.01%
235
315
$28K 0.01%
366
316
$28K 0.01%
3,502
317
$28K 0.01%
4,549
318
$27K 0.01%
237
319
$27K 0.01%
149
320
$27K 0.01%
438
+2
321
$27K 0.01%
202
-83
322
$26K 0.01%
653
323
$26K 0.01%
1,657
324
$26K 0.01%
120
325
$26K 0.01%
215
11 12
13
14 15