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
$286M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.51M
3
+$1.32M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.06M
5
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$815K

Top Sells

1
+$4.14M
2
+$854K
3
+$634K
4
PRXL
Parexel International Corp
PRXL
+$577K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$407K

Sector Composition

1 Technology 14.45%
2 Industrials 9.47%
3 Healthcare 9.12%
4 Financials 8.05%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$32K 0.01%
3,408
+17
327
$32K 0.01%
279
328
$31K 0.01%
530
329
$31K 0.01%
200
330
$31K 0.01%
575
+450
331
$31K 0.01%
450
332
$31K 0.01%
285
333
$31K 0.01%
1,422
334
$30K 0.01%
268
335
$30K 0.01%
1,080
-1,325
336
$29K 0.01%
65
337
$29K 0.01%
330
-65
338
$29K 0.01%
230
339
$29K 0.01%
595
340
$29K 0.01%
141
341
$29K 0.01%
565
342
$28K 0.01%
400
343
$28K 0.01%
328
344
$27K 0.01%
2,699
-13
345
$27K 0.01%
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-500
346
$26K 0.01%
450
347
$26K 0.01%
500
348
$25K 0.01%
290
349
$25K 0.01%
3,500
350
$25K 0.01%
234
12 13
14
15 16