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
$316M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.19M
3
+$1.41M
4
BND icon
Vanguard Total Bond Market
BND
+$1.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$706K

Top Sells

1
+$5.95M
2
+$2.34M
3
+$1.37M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$971K
5
CSCO icon
Cisco
CSCO
+$857K

Sector Composition

1 Technology 12.45%
2 Healthcare 8.38%
3 Financials 5.68%
4 Communication Services 5.01%
5 Industrials 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$16K 0.01%
495
-534
352
$16K 0.01%
147
-485
353
$15K ﹤0.01%
103
-46
354
$15K ﹤0.01%
151
355
$15K ﹤0.01%
312
356
$15K ﹤0.01%
55
357
$14K ﹤0.01%
320
358
$14K ﹤0.01%
349
-300
359
$14K ﹤0.01%
200
360
$14K ﹤0.01%
1,025
-1
361
$14K ﹤0.01%
187
362
$14K ﹤0.01%
487
363
$14K ﹤0.01%
287
364
$13K ﹤0.01%
573
365
$13K ﹤0.01%
600
366
$13K ﹤0.01%
700
-200
367
$13K ﹤0.01%
75
-255
368
$13K ﹤0.01%
180
369
$12K ﹤0.01%
+95
370
$12K ﹤0.01%
1,200
371
$12K ﹤0.01%
300
372
$12K ﹤0.01%
280
373
$12K ﹤0.01%
466
374
$12K ﹤0.01%
230
375
$11K ﹤0.01%
54
13 14
15
16 17