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
$467M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.52M
3
+$887K
4
EFAX icon
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
+$804K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$551K

Top Sells

1
+$502K
2
+$440K
3
+$359K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$272K
5
ATVI
Activision Blizzard
ATVI
+$214K

Sector Composition

1 Technology 13.14%
2 Healthcare 6.97%
3 Financials 6.19%
4 Communication Services 4.27%
5 Industrials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$37K 0.01%
4,606
327
$37K 0.01%
3,185
+33
328
$37K 0.01%
195
+100
329
$37K 0.01%
270
+250
330
$37K 0.01%
225
331
$36K 0.01%
205
+177
332
$36K 0.01%
574
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333
$35K 0.01%
386
334
$35K 0.01%
952
-23
335
$34K 0.01%
703
+1
336
$34K 0.01%
396
337
$34K 0.01%
379
338
$34K 0.01%
213
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339
$33K 0.01%
145
340
$33K 0.01%
563
+500
341
$32K 0.01%
345
+300
342
$32K 0.01%
+225
343
$31K 0.01%
123
344
$31K 0.01%
605
345
$31K 0.01%
1,359
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346
$30K 0.01%
165
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347
$30K 0.01%
800
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348
$30K 0.01%
+100
349
$29K 0.01%
306
350
$29K 0.01%
183
12 13
14
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