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
$349M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.81M
3
+$1.63M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.49M
5
WPP icon
WPP
WPP
+$702K

Top Sells

1
+$2.3M
2
+$491K
3
+$388K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$350K
5
IBM icon
IBM
IBM
+$329K

Sector Composition

1 Technology 13.29%
2 Healthcare 8.39%
3 Financials 6.8%
4 Industrials 5.83%
5 Communication Services 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$23K 0.01%
169
352
$23K 0.01%
87
353
$23K 0.01%
464
354
$23K 0.01%
900
-825
355
$23K 0.01%
302
356
$23K 0.01%
135
-100
357
$23K 0.01%
158
358
$22K 0.01%
51
359
$22K 0.01%
743
360
$22K 0.01%
686
361
$22K 0.01%
174
362
$22K 0.01%
231
363
$22K 0.01%
250
364
$22K 0.01%
400
365
$21K 0.01%
200
366
$21K 0.01%
248
367
$21K 0.01%
710
368
$21K 0.01%
780
369
$20K 0.01%
358
370
$20K 0.01%
1,300
371
$19K 0.01%
1,200
372
$19K 0.01%
71
373
$19K 0.01%
151
374
$19K 0.01%
100
375
$18K 0.01%
77
-14
13 14
15
16 17