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
$234M
AUM Growth
-$2.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$781K
3
+$597K
4
MON
Monsanto Co
MON
+$497K
5
BND icon
Vanguard Total Bond Market
BND
+$494K

Top Sells

1
+$321K
2
+$252K
3
+$193K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$168K
5
WW
WW International
WW
+$149K

Sector Composition

1 Technology 15.18%
2 Financials 10.98%
3 Healthcare 10.41%
4 Communication Services 8.3%
5 Industrials 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$9K ﹤0.01%
400
377
$9K ﹤0.01%
400
378
$8K ﹤0.01%
285
379
$8K ﹤0.01%
120
380
$8K ﹤0.01%
156
381
$8K ﹤0.01%
1,152
382
$8K ﹤0.01%
+72
383
$8K ﹤0.01%
89
384
$8K ﹤0.01%
79
385
$8K ﹤0.01%
204
386
$8K ﹤0.01%
133
387
$8K ﹤0.01%
100
388
$7K ﹤0.01%
759
389
$7K ﹤0.01%
189
390
$6K ﹤0.01%
150
391
$6K ﹤0.01%
+640
392
$6K ﹤0.01%
250
393
$6K ﹤0.01%
50
394
$6K ﹤0.01%
100
395
$6K ﹤0.01%
195
396
$6K ﹤0.01%
28
397
$5K ﹤0.01%
38
398
$5K ﹤0.01%
209
+113
399
$5K ﹤0.01%
100
400
$5K ﹤0.01%
262
14 15
16
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