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
$233M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.78M
3
+$672K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$582K
5
BND icon
Vanguard Total Bond Market
BND
+$551K

Top Sells

1
+$778K
2
+$619K
3
+$489K
4
ED icon
Consolidated Edison
ED
+$229K
5
PBCT
People's United Financial Inc
PBCT
+$213K

Sector Composition

1 Technology 15.39%
2 Financials 10.68%
3 Healthcare 10.36%
4 Energy 8.14%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$14K 0.01%
+201
352
$13K 0.01%
+523
353
$13K 0.01%
710
354
$13K 0.01%
150
355
$12K 0.01%
300
-682
356
$12K 0.01%
116
357
$12K 0.01%
150
358
$12K 0.01%
770
359
$12K 0.01%
142
360
$11K ﹤0.01%
400
361
$11K ﹤0.01%
121
362
$11K ﹤0.01%
750
363
$11K ﹤0.01%
417
-496
364
$11K ﹤0.01%
750
365
$11K ﹤0.01%
202
366
$11K ﹤0.01%
500
367
$11K ﹤0.01%
250
368
$10K ﹤0.01%
646
369
$10K ﹤0.01%
250
370
$10K ﹤0.01%
171
371
$10K ﹤0.01%
1,030
-1,070
372
$9K ﹤0.01%
750
373
$9K ﹤0.01%
+600
374
$9K ﹤0.01%
+465
375
$9K ﹤0.01%
170
13 14
15
16 17