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
$322M
AUM Growth
+$6.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.48M
3
+$1.34M
4
BND icon
Vanguard Total Bond Market
BND
+$677K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$654K

Top Sells

1
+$721K
2
+$531K
3
+$358K
4
TTM
Tata Motors Limited
TTM
+$326K
5
ACIA
Acacia Communications Inc
ACIA
+$285K

Sector Composition

1 Technology 13.04%
2 Healthcare 8.11%
3 Financials 6.62%
4 Industrials 6.17%
5 Communication Services 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$25K 0.01%
54
327
$25K 0.01%
275
328
$25K 0.01%
437
329
$25K 0.01%
250
330
$25K 0.01%
1,485
-550
331
$25K 0.01%
593
332
$25K 0.01%
2,092
333
$25K 0.01%
282
334
$25K 0.01%
487
+35
335
$24K 0.01%
686
336
$24K 0.01%
1,255
337
$24K 0.01%
260
338
$24K 0.01%
134
339
$23K 0.01%
87
-7
340
$23K 0.01%
660
341
$22K 0.01%
743
342
$22K 0.01%
169
343
$22K 0.01%
396
344
$22K 0.01%
287
345
$22K 0.01%
302
346
$22K 0.01%
487
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347
$22K 0.01%
145
348
$21K 0.01%
+200
349
$21K 0.01%
231
350
$21K 0.01%
100
12 13
14
15 16