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
$294M
AUM Growth
-$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.68M
3
+$1.14M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$949K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$839K

Top Sells

1
+$3.57M
2
+$999K
3
+$342K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$282K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$210K

Sector Composition

1 Technology 13.21%
2 Healthcare 9.66%
3 Financials 6.34%
4 Communication Services 5.27%
5 Industrials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$12K ﹤0.01%
1,026
377
$12K ﹤0.01%
1,200
378
$12K ﹤0.01%
151
379
$12K ﹤0.01%
187
380
$12K ﹤0.01%
466
381
$12K ﹤0.01%
789
+465
382
$12K ﹤0.01%
287
383
$12K ﹤0.01%
55
384
$11K ﹤0.01%
300
-1,576
385
$11K ﹤0.01%
312
386
$11K ﹤0.01%
3,760
-327
387
$11K ﹤0.01%
230
388
$11K ﹤0.01%
487
389
$10K ﹤0.01%
573
390
$10K ﹤0.01%
200
391
$10K ﹤0.01%
280
392
$10K ﹤0.01%
800
+600
393
$10K ﹤0.01%
321
394
$9K ﹤0.01%
320
-150
395
$9K ﹤0.01%
200
396
$9K ﹤0.01%
54
397
$9K ﹤0.01%
68
-65
398
$8K ﹤0.01%
343
-400
399
$8K ﹤0.01%
59
400
$8K ﹤0.01%
140
14 15
16
17 18