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
$277M
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1 +$6.81M
2 +$6.38M
3 +$3.53M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.78M
5
BND icon
Vanguard Total Bond Market
BND
+$1.48M

Top Sells

1 +$4.87M
2 +$4.81M
3 +$2.08M
4
VOD icon
Vodafone
VOD
+$1.88M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.34M

Sector Composition

1 Technology 12.84%
2 Healthcare 9.32%
3 Industrials 6.83%
4 Financials 6.77%
5 Communication Services 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$12K ﹤0.01%
111
377
$11K ﹤0.01%
800
378
$11K ﹤0.01%
175
379
$10K ﹤0.01%
78
+28
380
$10K ﹤0.01%
35
381
$10K ﹤0.01%
173
382
$10K ﹤0.01%
169
383
$9K ﹤0.01%
54
384
$9K ﹤0.01%
135
385
$9K ﹤0.01%
2,720
386
$9K ﹤0.01%
140
387
$9K ﹤0.01%
324
388
$9K ﹤0.01%
322
389
$8K ﹤0.01%
+1,163
390
$8K ﹤0.01%
777
-2,569
391
$8K ﹤0.01%
59
392
$8K ﹤0.01%
759
393
$8K ﹤0.01%
100
394
$8K ﹤0.01%
750
395
$8K ﹤0.01%
450
396
$7K ﹤0.01%
200
397
$7K ﹤0.01%
150
398
$7K ﹤0.01%
670
399
$7K ﹤0.01%
140
400
$7K ﹤0.01%
79