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
$580M
AUM Growth
+$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$5M
3
+$4.14M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.51M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.93M

Top Sells

1
+$3.9M
2
+$2.85M
3
+$1.89M
4
BND icon
Vanguard Total Bond Market
BND
+$1.06M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$446K

Sector Composition

1 Technology 11.58%
2 Healthcare 6.36%
3 Financials 6.32%
4 Consumer Staples 3.83%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$25K ﹤0.01%
+576
352
$25K ﹤0.01%
145
353
$25K ﹤0.01%
+1,560
354
$24K ﹤0.01%
+200
355
$24K ﹤0.01%
151
356
$24K ﹤0.01%
406
+95
357
$23K ﹤0.01%
4,150
-1,502
358
$23K ﹤0.01%
+500
359
$22K ﹤0.01%
3,791
-1,818
360
$22K ﹤0.01%
640
361
$21K ﹤0.01%
138
-341
362
$20K ﹤0.01%
528
363
$20K ﹤0.01%
150
364
$20K ﹤0.01%
200
365
$20K ﹤0.01%
328
366
$20K ﹤0.01%
+50
367
$20K ﹤0.01%
282
368
$19K ﹤0.01%
+6
369
$19K ﹤0.01%
453
370
$19K ﹤0.01%
120
371
$19K ﹤0.01%
98
372
$19K ﹤0.01%
487
373
$18K ﹤0.01%
150
374
$18K ﹤0.01%
+635
375
$16K ﹤0.01%
92
+24
13 14
15
16 17