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
$215M
AUM Growth
-$5.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$527K
2
+$501K
3
+$327K
4
BND icon
Vanguard Total Bond Market
BND
+$300K
5
EMBJ
Embraer S.A. ADS
EMBJ
+$221K

Top Sells

1
+$5.93M
2
+$3.95M
3
+$2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.2M
5
GLD icon
SPDR Gold Trust
GLD
+$562K

Sector Composition

1 Technology 17.52%
2 Healthcare 11.18%
3 Industrials 9.2%
4 Financials 8.81%
5 Communication Services 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$13K 0.01%
349
352
$13K 0.01%
175
353
$12K 0.01%
34
354
$12K 0.01%
169
-54
355
$12K 0.01%
208
356
$12K 0.01%
250
357
$12K 0.01%
1,245
358
$12K 0.01%
142
359
$11K 0.01%
125
360
$11K 0.01%
400
361
$11K 0.01%
492
+46
362
$11K 0.01%
386
-125
363
$11K 0.01%
+150
364
$11K 0.01%
225
365
$11K 0.01%
360
366
$11K 0.01%
216
367
$11K 0.01%
275
368
$11K 0.01%
306
369
$10K ﹤0.01%
202
-48
370
$10K ﹤0.01%
171
371
$10K ﹤0.01%
935
372
$10K ﹤0.01%
270
373
$10K ﹤0.01%
240
374
$9K ﹤0.01%
+189
375
$9K ﹤0.01%
275
13 14
15
16 17