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
$286M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.51M
3
+$1.32M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.06M
5
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$815K

Top Sells

1
+$4.14M
2
+$854K
3
+$634K
4
PRXL
Parexel International Corp
PRXL
+$577K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$407K

Sector Composition

1 Technology 14.45%
2 Industrials 9.47%
3 Healthcare 9.12%
4 Financials 8.05%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$25K 0.01%
420
352
$25K 0.01%
425
353
$24K 0.01%
250
354
$24K 0.01%
743
355
$24K 0.01%
5,400
356
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688
-94
357
$24K 0.01%
120
358
$23K 0.01%
353
+1
359
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312
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360
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361
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200
362
$22K 0.01%
494
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363
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710
364
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400
365
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366
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120
367
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368
$22K 0.01%
325
369
$21K 0.01%
1,391
370
$21K 0.01%
300
371
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358
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$20K 0.01%
300
373
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148
374
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+1,300
375
$20K 0.01%
100
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