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
326
$14K 0.01%
455
-1,040
327
$14K 0.01%
1,200
328
$14K 0.01%
140
329
$14K 0.01%
400
330
$14K 0.01%
+171
331
$13K 0.01%
+400
332
$13K 0.01%
250
333
$13K 0.01%
150
334
$13K 0.01%
750
335
$13K 0.01%
500
336
$13K 0.01%
328
337
$13K 0.01%
+520
338
$13K 0.01%
266
339
$12K 0.01%
120
340
$12K 0.01%
+600
341
$12K 0.01%
275
342
$12K 0.01%
710
343
$12K 0.01%
300
344
$12K 0.01%
750
-775
345
$12K 0.01%
116
346
$12K 0.01%
136
347
$12K 0.01%
150
348
$12K 0.01%
770
349
$12K 0.01%
+250
350
$11K 0.01%
142
12 13
14
15 16