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
$322M
AUM Growth
+$6.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.48M
3
+$1.34M
4
BND icon
Vanguard Total Bond Market
BND
+$677K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$654K

Top Sells

1
+$721K
2
+$531K
3
+$358K
4
TTM
Tata Motors Limited
TTM
+$326K
5
ACIA
Acacia Communications Inc
ACIA
+$285K

Sector Composition

1 Technology 13.04%
2 Healthcare 8.11%
3 Financials 6.62%
4 Industrials 6.17%
5 Communication Services 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$16K 0.01%
240
377
$15K ﹤0.01%
+200
378
$15K ﹤0.01%
466
379
$15K ﹤0.01%
710
380
$15K ﹤0.01%
287
381
$15K ﹤0.01%
252
382
$14K ﹤0.01%
+187
383
$14K ﹤0.01%
573
384
$14K ﹤0.01%
349
385
$14K ﹤0.01%
369
386
$14K ﹤0.01%
280
-96
387
$14K ﹤0.01%
270
-123
388
$13K ﹤0.01%
490
-1,100
389
$13K ﹤0.01%
470
390
$13K ﹤0.01%
200
391
$13K ﹤0.01%
+500
392
$13K ﹤0.01%
+312
393
$13K ﹤0.01%
306
394
$13K ﹤0.01%
230
-168
395
$13K ﹤0.01%
730
396
$13K ﹤0.01%
177
-70
397
$12K ﹤0.01%
78
398
$12K ﹤0.01%
+2,720
399
$11K ﹤0.01%
271
+21
400
$11K ﹤0.01%
173
14 15
16
17 18