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
$433M
AUM Growth
+$97.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$4.73M
3
+$3.72M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$3.57M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.21M

Top Sells

1
+$1.17M
2
+$1.09M
3
+$864K
4
TSM icon
TSMC
TSM
+$857K
5
MSFT icon
Microsoft
MSFT
+$798K

Sector Composition

1 Technology 12.4%
2 Healthcare 6.69%
3 Financials 6.29%
4 Communication Services 4.64%
5 Industrials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$32K 0.01%
145
327
$31K 0.01%
+379
328
$31K 0.01%
396
+297
329
$31K 0.01%
319
+7
330
$31K 0.01%
+605
331
$30K 0.01%
880
332
$29K 0.01%
1,061
+253
333
$29K 0.01%
524
-36
334
$27K 0.01%
391
+34
335
$27K 0.01%
487
336
$26K 0.01%
938
-383
337
$26K 0.01%
200
338
$26K 0.01%
1,510
-2,795
339
$26K 0.01%
123
+23
340
$25K 0.01%
+613
341
$25K 0.01%
163
342
$25K 0.01%
95
+20
343
$24K 0.01%
686
344
$24K 0.01%
151
345
$23K 0.01%
42
-8
346
$23K 0.01%
454
-907
347
$23K 0.01%
+376
348
$22K 0.01%
222
+22
349
$22K 0.01%
+418
350
$22K 0.01%
35
-5
12 13
14
15 16