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
$277M
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$6.38M
3
+$3.53M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.78M
5
BND icon
Vanguard Total Bond Market
BND
+$1.48M

Top Sells

1
+$4.87M
2
+$4.81M
3
+$2.08M
4
VOD icon
Vodafone
VOD
+$1.88M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.34M

Sector Composition

1 Technology 12.84%
2 Healthcare 9.32%
3 Industrials 6.83%
4 Financials 6.77%
5 Communication Services 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$15K 0.01%
2,040
352
$15K 0.01%
200
353
$15K 0.01%
169
354
$15K 0.01%
605
355
$15K 0.01%
80
356
$15K 0.01%
600
357
$14K 0.01%
51
+24
358
$14K 0.01%
349
359
$14K 0.01%
429
-74
360
$14K 0.01%
688
361
$14K 0.01%
250
362
$14K 0.01%
287
363
$14K 0.01%
252
364
$14K 0.01%
200
365
$13K ﹤0.01%
573
366
$13K ﹤0.01%
300
367
$13K ﹤0.01%
+85
368
$13K ﹤0.01%
163
369
$13K ﹤0.01%
466
-1,000
370
$13K ﹤0.01%
+710
371
$13K ﹤0.01%
789
372
$13K ﹤0.01%
1,344
373
$13K ﹤0.01%
240
374
$12K ﹤0.01%
358
375
$12K ﹤0.01%
369
13 14
15
16 17