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
$277M
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$6.38M
3
+$3.53M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.78M
5
BND icon
Vanguard Total Bond Market
BND
+$1.48M

Top Sells

1
+$4.87M
2
+$4.81M
3
+$2.08M
4
VOD icon
Vodafone
VOD
+$1.88M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.34M

Sector Composition

1 Technology 12.84%
2 Healthcare 9.32%
3 Industrials 6.83%
4 Financials 6.77%
5 Communication Services 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$23K 0.01%
541
-22
327
$23K 0.01%
120
328
$23K 0.01%
425
329
$22K 0.01%
437
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330
$21K 0.01%
274
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$21K 0.01%
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$21K 0.01%
215
333
$20K 0.01%
275
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334
$20K 0.01%
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335
$20K 0.01%
102
336
$20K 0.01%
133
337
$20K 0.01%
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338
$19K 0.01%
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339
$19K 0.01%
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340
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145
341
$18K 0.01%
125
342
$18K 0.01%
330
343
$18K 0.01%
398
344
$18K 0.01%
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345
$18K 0.01%
465
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$17K 0.01%
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347
$17K 0.01%
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348
$16K 0.01%
104
349
$16K 0.01%
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350
$16K 0.01%
100
12 13
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15 16