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
$335M
AUM Growth
-$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$401K
2
+$334K
3
+$311K
4
FSLR icon
First Solar
FSLR
+$281K
5
STX icon
Seagate
STX
+$271K

Top Sells

1
+$2.45M
2
+$1.95M
3
+$1.85M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.84M
5
VCEB icon
Vanguard ESG US Corporate Bond ETF
VCEB
+$1.72M

Sector Composition

1 Technology 12.52%
2 Healthcare 8%
3 Financials 5.42%
4 Communication Services 4.87%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$17K 0.01%
+373
327
$17K 0.01%
686
328
$17K 0.01%
1,422
-51
329
$17K 0.01%
+460
330
$17K 0.01%
55
-139
331
$17K 0.01%
400
332
$16K ﹤0.01%
200
-22
333
$16K ﹤0.01%
809
334
$16K ﹤0.01%
40
-15
335
$16K ﹤0.01%
50
+4
336
$16K ﹤0.01%
+1,435
337
$16K ﹤0.01%
147
-8
338
$15K ﹤0.01%
139
+69
339
$15K ﹤0.01%
349
-453
340
$15K ﹤0.01%
151
341
$15K ﹤0.01%
312
-7
342
$15K ﹤0.01%
75
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343
$15K ﹤0.01%
487
344
$15K ﹤0.01%
656
-43
345
$14K ﹤0.01%
320
346
$14K ﹤0.01%
808
-2,000
347
$14K ﹤0.01%
104
+96
348
$14K ﹤0.01%
306
349
$14K ﹤0.01%
282
350
$13K ﹤0.01%
600
12 13
14
15 16