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
326
$20K 0.01%
879
327
$20K 0.01%
749
328
$19K 0.01%
1,725
-1,310
329
$18K 0.01%
328
330
$18K 0.01%
+298
331
$18K 0.01%
140
332
$18K 0.01%
450
333
$18K 0.01%
450
334
$18K 0.01%
516
335
$18K 0.01%
1,017
336
$17K 0.01%
420
337
$16K 0.01%
250
338
$16K 0.01%
1,800
-5,650
339
$16K 0.01%
300
340
$16K 0.01%
273
341
$15K 0.01%
370
342
$15K 0.01%
300
343
$15K 0.01%
554
344
$14K 0.01%
1,245
345
$14K 0.01%
225
-75
346
$14K 0.01%
175
347
$14K 0.01%
150
348
$14K 0.01%
214
349
$14K 0.01%
450
350
$14K 0.01%
250
12 13
14
15 16