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
$433M
AUM Growth
+$97.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$4.73M
3
+$3.72M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$3.57M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.21M

Top Sells

1
+$1.17M
2
+$1.09M
3
+$864K
4
TSM icon
TSMC
TSM
+$857K
5
MSFT icon
Microsoft
MSFT
+$798K

Sector Composition

1 Technology 12.4%
2 Healthcare 6.69%
3 Financials 6.29%
4 Communication Services 4.64%
5 Industrials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$22K 0.01%
306
352
$22K 0.01%
174
+15
353
$22K 0.01%
145
-500
354
$22K 0.01%
158
355
$22K 0.01%
+657
356
$21K ﹤0.01%
809
357
$21K ﹤0.01%
1,300
358
$21K ﹤0.01%
426
+144
359
$20K ﹤0.01%
320
360
$19K ﹤0.01%
+188
361
$19K ﹤0.01%
+164
362
$19K ﹤0.01%
866
+314
363
$19K ﹤0.01%
+275
364
$19K ﹤0.01%
575
-125
365
$19K ﹤0.01%
302
366
$18K ﹤0.01%
183
-97
367
$18K ﹤0.01%
+475
368
$17K ﹤0.01%
+125
369
$17K ﹤0.01%
600
370
$17K ﹤0.01%
364
-25,081
371
$17K ﹤0.01%
1,200
372
$17K ﹤0.01%
432
373
$17K ﹤0.01%
400
374
$16K ﹤0.01%
97
+1
375
$16K ﹤0.01%
83
+24
13 14
15
16 17