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
$208M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$949K
2
+$751K
3
+$500K
4
ACCO icon
Acco Brands
ACCO
+$484K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$484K

Top Sells

1
+$741K
2
+$446K
3
+$422K
4
MDT icon
Medtronic
MDT
+$374K
5
GE icon
GE Aerospace
GE
+$371K

Sector Composition

1 Technology 15.28%
2 Financials 11.55%
3 Healthcare 10.79%
4 Energy 10.47%
5 Industrials 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$10K ﹤0.01%
634
352
$10K ﹤0.01%
750
353
$10K ﹤0.01%
+121
354
$10K ﹤0.01%
190
355
$10K ﹤0.01%
250
356
$10K ﹤0.01%
171
-331
357
$10K ﹤0.01%
+170
358
$10K ﹤0.01%
+150
359
$9K ﹤0.01%
400
-100
360
$9K ﹤0.01%
+1,624
361
$9K ﹤0.01%
1,000
362
$8K ﹤0.01%
114
363
$8K ﹤0.01%
+750
364
$8K ﹤0.01%
+79
365
$8K ﹤0.01%
+335
366
$8K ﹤0.01%
+390
367
$7K ﹤0.01%
86
368
$7K ﹤0.01%
+250
369
$7K ﹤0.01%
+150
370
$7K ﹤0.01%
900
371
$6K ﹤0.01%
100
372
$5K ﹤0.01%
240
373
$5K ﹤0.01%
91
374
$5K ﹤0.01%
+195
375
$5K ﹤0.01%
75
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