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
$432M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.72M
3
+$1.55M
4
BND icon
Vanguard Total Bond Market
BND
+$1.05M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$863K

Top Sells

1
+$495K
2
+$444K
3
+$372K
4
WY icon
Weyerhaeuser
WY
+$325K
5
PBCT
People's United Financial Inc
PBCT
+$318K

Sector Composition

1 Technology 13.4%
2 Healthcare 7.35%
3 Financials 6.82%
4 Communication Services 5.27%
5 Industrials 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$18K ﹤0.01%
150
377
$18K ﹤0.01%
600
378
$18K ﹤0.01%
46
-4
379
$18K ﹤0.01%
+657
380
$16K ﹤0.01%
364
381
$16K ﹤0.01%
789
382
$16K ﹤0.01%
88
-35
383
$15K ﹤0.01%
97
+1
384
$15K ﹤0.01%
300
385
$14K ﹤0.01%
116
386
$14K ﹤0.01%
83
+24
387
$14K ﹤0.01%
282
388
$13K ﹤0.01%
91
389
$13K ﹤0.01%
426
390
$13K ﹤0.01%
466
391
$13K ﹤0.01%
140
392
$12K ﹤0.01%
53
+9
393
$12K ﹤0.01%
186
394
$12K ﹤0.01%
450
395
$11K ﹤0.01%
250
396
$11K ﹤0.01%
+180
397
$11K ﹤0.01%
300
398
$11K ﹤0.01%
40
399
$11K ﹤0.01%
183
400
$11K ﹤0.01%
156
+36
14 15
16
17 18