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
$432M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.72M
3
+$1.55M
4
BND icon
Vanguard Total Bond Market
BND
+$1.05M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$863K

Top Sells

1
+$495K
2
+$444K
3
+$372K
4
WY icon
Weyerhaeuser
WY
+$325K
5
PBCT
People's United Financial Inc
PBCT
+$318K

Sector Composition

1 Technology 13.4%
2 Healthcare 7.35%
3 Financials 6.82%
4 Communication Services 5.27%
5 Industrials 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$25K 0.01%
200
352
$25K 0.01%
181
353
$25K 0.01%
613
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$25K 0.01%
319
+7
355
$24K 0.01%
185
+155
356
$24K 0.01%
222
+22
357
$24K 0.01%
809
358
$24K 0.01%
151
359
$24K 0.01%
79
360
$24K 0.01%
158
361
$23K 0.01%
418
362
$22K 0.01%
454
-555
363
$22K 0.01%
280
364
$22K 0.01%
400
365
$21K ﹤0.01%
320
366
$21K ﹤0.01%
686
367
$21K ﹤0.01%
1,300
368
$20K ﹤0.01%
324
369
$20K ﹤0.01%
163
370
$20K ﹤0.01%
700
371
$20K ﹤0.01%
302
372
$19K ﹤0.01%
1,200
373
$19K ﹤0.01%
432
374
$19K ﹤0.01%
+475
375
$18K ﹤0.01%
69
+8
13 14
15
16 17