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
$315M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$2.93M
3
+$1.59M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.31M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.01M

Top Sells

1
+$994K
2
+$784K
3
+$541K
4
ACTG icon
Acacia Research
ACTG
+$392K
5
MSFT icon
Microsoft
MSFT
+$331K

Sector Composition

1 Technology 13.12%
2 Healthcare 8.45%
3 Industrials 6.82%
4 Financials 6.7%
5 Communication Services 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$21K 0.01%
248
-91
352
$21K 0.01%
169
353
$21K 0.01%
376
354
$21K 0.01%
302
355
$21K 0.01%
665
356
$21K 0.01%
398
357
$21K 0.01%
220
-163
358
$20K 0.01%
51
359
$20K 0.01%
743
360
$20K 0.01%
100
361
$20K 0.01%
+452
362
$20K 0.01%
1,424
363
$20K 0.01%
+400
364
$19K 0.01%
91
365
$19K 0.01%
+373
366
$19K 0.01%
710
367
$19K 0.01%
1,300
368
$19K 0.01%
250
369
$19K 0.01%
3,040
-190
370
$19K 0.01%
393
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371
$19K 0.01%
3,201
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372
$18K 0.01%
1,210
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373
$18K 0.01%
200
374
$18K 0.01%
+176
375
$18K 0.01%
1,200
+1,145
13 14
15
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