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
$315M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$2.93M
3
+$1.59M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.31M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.01M

Top Sells

1
+$994K
2
+$784K
3
+$541K
4
ACTG icon
Acacia Research
ACTG
+$392K
5
MSFT icon
Microsoft
MSFT
+$331K

Sector Composition

1 Technology 13.12%
2 Healthcare 8.45%
3 Industrials 6.82%
4 Financials 6.7%
5 Communication Services 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$26K 0.01%
436
+2
327
$26K 0.01%
593
-106
328
$26K 0.01%
+366
329
$26K 0.01%
+1,255
330
$26K 0.01%
250
331
$26K 0.01%
+54
332
$26K 0.01%
237
333
$25K 0.01%
+452
334
$25K 0.01%
134
+1
335
$25K 0.01%
282
336
$25K 0.01%
2,092
337
$25K 0.01%
94
338
$25K 0.01%
275
339
$24K 0.01%
437
340
$24K 0.01%
+653
341
$24K 0.01%
1,764
342
$24K 0.01%
498
+398
343
$23K 0.01%
686
-141
344
$23K 0.01%
287
-140
345
$23K 0.01%
231
346
$23K 0.01%
145
347
$22K 0.01%
300
348
$22K 0.01%
+396
349
$22K 0.01%
260
-240
350
$22K 0.01%
215
12 13
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