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
$221M
AUM Growth
-$554K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$478K
2
+$436K
3
+$395K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$380K
5
SYF icon
Synchrony
SYF
+$319K

Top Sells

1
+$2.88M
2
+$655K
3
+$474K
4
CENT icon
Central Garden & Pet Co
CENT
+$289K
5
JST
JINPAN INT'L LTD(COMMON)
JST
+$288K

Sector Composition

1 Technology 14.97%
2 Healthcare 11.32%
3 Financials 9.5%
4 Industrials 8.47%
5 Communication Services 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$8K ﹤0.01%
81
377
$8K ﹤0.01%
2,015
-1,125
378
$8K ﹤0.01%
300
-1,000
379
$8K ﹤0.01%
100
380
$7K ﹤0.01%
670
381
$7K ﹤0.01%
66
382
$7K ﹤0.01%
89
383
$7K ﹤0.01%
1,009
384
$6K ﹤0.01%
100
385
$6K ﹤0.01%
227
386
$6K ﹤0.01%
195
387
$6K ﹤0.01%
189
388
$6K ﹤0.01%
100
389
$6K ﹤0.01%
500
390
$6K ﹤0.01%
383
391
$6K ﹤0.01%
+41
392
$6K ﹤0.01%
335
393
$5K ﹤0.01%
200
394
$5K ﹤0.01%
759
395
$5K ﹤0.01%
262
396
$5K ﹤0.01%
600
-750
397
$5K ﹤0.01%
1,087
-3,001
398
$5K ﹤0.01%
43
399
$5K ﹤0.01%
+200
400
$5K ﹤0.01%
50
14 15
16
17 18