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
$432M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.72M
3
+$1.55M
4
BND icon
Vanguard Total Bond Market
BND
+$1.05M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$863K

Top Sells

1
+$495K
2
+$444K
3
+$372K
4
WY icon
Weyerhaeuser
WY
+$325K
5
PBCT
People's United Financial Inc
PBCT
+$318K

Sector Composition

1 Technology 13.4%
2 Healthcare 7.35%
3 Financials 6.82%
4 Communication Services 5.27%
5 Industrials 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$31K 0.01%
396
327
$31K 0.01%
+605
328
$31K 0.01%
145
329
$30K 0.01%
157
-68
330
$30K 0.01%
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331
$30K 0.01%
461
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332
$30K 0.01%
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333
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880
334
$30K 0.01%
230
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335
$30K 0.01%
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336
$29K 0.01%
+928
337
$28K 0.01%
817
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338
$28K 0.01%
123
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339
$27K 0.01%
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340
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341
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342
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343
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344
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345
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346
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534
347
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135
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348
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515
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349
$26K 0.01%
1,510
350
$26K 0.01%
155
-89
12 13
14
15 16