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
$315M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$2.93M
3
+$1.59M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.31M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.01M

Top Sells

1
+$994K
2
+$784K
3
+$541K
4
ACTG icon
Acacia Research
ACTG
+$392K
5
MSFT icon
Microsoft
MSFT
+$331K

Sector Composition

1 Technology 13.12%
2 Healthcare 8.45%
3 Industrials 6.82%
4 Financials 6.7%
5 Communication Services 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$18K 0.01%
151
-79
377
$18K 0.01%
+174
378
$18K 0.01%
247
-359
379
$18K 0.01%
158
-121
380
$18K 0.01%
240
381
$17K 0.01%
200
382
$17K 0.01%
358
383
$17K 0.01%
148
-41
384
$17K 0.01%
187
385
$17K 0.01%
600
386
$16K 0.01%
+132
387
$16K 0.01%
163
388
$16K 0.01%
+710
389
$16K 0.01%
287
390
$16K 0.01%
252
391
$15K ﹤0.01%
573
392
$15K ﹤0.01%
+8
393
$15K ﹤0.01%
349
394
$15K ﹤0.01%
3,865
395
$14K ﹤0.01%
369
396
$14K ﹤0.01%
134
397
$14K ﹤0.01%
+105
398
$14K ﹤0.01%
466
399
$13K ﹤0.01%
+162
400
$12K ﹤0.01%
470
14 15
16
17 18