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
301
$50K 0.01%
+1,000
302
$49K 0.01%
+575
303
$49K 0.01%
169
304
$48K 0.01%
116
+100
305
$48K 0.01%
135
306
$47K 0.01%
337
307
$47K 0.01%
1,255
308
$47K 0.01%
1,285
-4,245
309
$46K 0.01%
153
+100
310
$44K 0.01%
390
311
$44K 0.01%
620
312
$44K 0.01%
+100
313
$44K 0.01%
487
314
$42K 0.01%
+582
315
$42K 0.01%
366
316
$42K 0.01%
800
317
$41K 0.01%
311
318
$41K 0.01%
107
319
$41K 0.01%
223
-7
320
$40K 0.01%
+300
321
$40K 0.01%
150
322
$40K 0.01%
140
+7
323
$40K 0.01%
157
-10
324
$39K 0.01%
1,870
325
$39K 0.01%
802
11 12
13
14 15