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
$467M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.52M
3
+$887K
4
EFAX icon
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
+$804K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$551K

Top Sells

1
+$502K
2
+$440K
3
+$359K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$272K
5
ATVI
Activision Blizzard
ATVI
+$214K

Sector Composition

1 Technology 13.14%
2 Healthcare 6.97%
3 Financials 6.19%
4 Communication Services 4.27%
5 Industrials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$29K 0.01%
+350
352
$29K 0.01%
938
353
$28K 0.01%
880
354
$28K 0.01%
163
355
$28K 0.01%
454
356
$28K 0.01%
613
357
$28K 0.01%
686
358
$27K 0.01%
487
359
$27K 0.01%
505
-19
360
$27K 0.01%
222
361
$26K 0.01%
392
+1
362
$26K 0.01%
1,148
363
$26K 0.01%
200
364
$25K 0.01%
434
+356
365
$25K 0.01%
1,510
366
$25K 0.01%
151
367
$25K 0.01%
39
-3
368
$24K 0.01%
499
-256
369
$24K 0.01%
809
370
$24K 0.01%
+1,332
371
$24K 0.01%
145
372
$23K ﹤0.01%
35
373
$22K ﹤0.01%
418
374
$22K ﹤0.01%
464
-375
375
$21K ﹤0.01%
320
13 14
15
16 17