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
$221M
AUM Growth
-$554K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$478K
2
+$436K
3
+$395K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$380K
5
SYF icon
Synchrony
SYF
+$319K

Top Sells

1
+$2.88M
2
+$655K
3
+$474K
4
CENT icon
Central Garden & Pet Co
CENT
+$289K
5
JST
JINPAN INT'L LTD(COMMON)
JST
+$288K

Sector Composition

1 Technology 14.97%
2 Healthcare 11.32%
3 Financials 9.5%
4 Industrials 8.47%
5 Communication Services 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$12K 0.01%
250
352
$12K 0.01%
250
353
$12K 0.01%
1,245
354
$12K 0.01%
142
355
$11K 0.01%
125
+25
356
$11K 0.01%
34
357
$11K 0.01%
121
358
$11K 0.01%
935
359
$10K ﹤0.01%
360
360
$10K ﹤0.01%
158
-56
361
$10K ﹤0.01%
275
362
$10K ﹤0.01%
171
363
$10K ﹤0.01%
100
364
$10K ﹤0.01%
270
365
$9K ﹤0.01%
75
366
$9K ﹤0.01%
+35
367
$9K ﹤0.01%
446
+323
368
$9K ﹤0.01%
109
369
$9K ﹤0.01%
1,212
-2,432
370
$9K ﹤0.01%
240
371
$9K ﹤0.01%
662
-250
372
$8K ﹤0.01%
275
373
$8K ﹤0.01%
100
374
$8K ﹤0.01%
79
375
$8K ﹤0.01%
73
13 14
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