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
$335M
AUM Growth
-$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$401K
2
+$334K
3
+$311K
4
FSLR icon
First Solar
FSLR
+$281K
5
STX icon
Seagate
STX
+$271K

Top Sells

1
+$2.45M
2
+$1.95M
3
+$1.85M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.84M
5
VCEB icon
Vanguard ESG US Corporate Bond ETF
VCEB
+$1.72M

Sector Composition

1 Technology 12.52%
2 Healthcare 8%
3 Financials 5.42%
4 Communication Services 4.87%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$9K ﹤0.01%
120
-36
377
$8K ﹤0.01%
343
378
$8K ﹤0.01%
59
-24
379
$8K ﹤0.01%
79
380
$7K ﹤0.01%
1,163
381
$7K ﹤0.01%
55
382
$7K ﹤0.01%
400
383
$7K ﹤0.01%
43
384
$6K ﹤0.01%
119
-342
385
$6K ﹤0.01%
80
+67
386
$6K ﹤0.01%
153
387
$6K ﹤0.01%
97
388
$6K ﹤0.01%
183
389
$5K ﹤0.01%
27
390
$5K ﹤0.01%
200
+98
391
$5K ﹤0.01%
103
-36
392
$5K ﹤0.01%
104
393
$4K ﹤0.01%
290
394
$4K ﹤0.01%
54
395
$4K ﹤0.01%
45
396
$4K ﹤0.01%
324
-465
397
$4K ﹤0.01%
320
+240
398
$3K ﹤0.01%
295
399
$3K ﹤0.01%
450
400
$3K ﹤0.01%
165
14 15
16
17 18