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
$208M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$949K
2
+$751K
3
+$500K
4
ACCO icon
Acco Brands
ACCO
+$484K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$484K

Top Sells

1
+$741K
2
+$446K
3
+$422K
4
MDT icon
Medtronic
MDT
+$374K
5
GE icon
GE Aerospace
GE
+$371K

Sector Composition

1 Technology 15.28%
2 Financials 11.55%
3 Healthcare 10.79%
4 Energy 10.47%
5 Industrials 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5K ﹤0.01%
50
377
$5K ﹤0.01%
759
378
$5K ﹤0.01%
+200
379
$5K ﹤0.01%
200
380
$5K ﹤0.01%
383
381
$5K ﹤0.01%
66
382
$5K ﹤0.01%
320
383
$5K ﹤0.01%
285
384
$4K ﹤0.01%
75
385
$4K ﹤0.01%
50
386
$4K ﹤0.01%
116
387
$4K ﹤0.01%
375
-1,100
388
$4K ﹤0.01%
262
389
$4K ﹤0.01%
87
390
$4K ﹤0.01%
82
+56
391
$4K ﹤0.01%
130
392
$3K ﹤0.01%
48
393
$3K ﹤0.01%
70
394
$3K ﹤0.01%
370
395
$3K ﹤0.01%
78
396
$3K ﹤0.01%
23
397
– –
0
398
$3K ﹤0.01%
38
399
$2K ﹤0.01%
54
400
$2K ﹤0.01%
350
13 14 15
16
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