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
$433M
AUM Growth
+$97.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$4.73M
3
+$3.72M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$3.57M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.21M

Top Sells

1
+$1.17M
2
+$1.09M
3
+$864K
4
TSM icon
TSMC
TSM
+$857K
5
MSFT icon
Microsoft
MSFT
+$798K

Sector Composition

1 Technology 12.4%
2 Healthcare 6.69%
3 Financials 6.29%
4 Communication Services 4.64%
5 Industrials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$16K ﹤0.01%
+150
377
$16K ﹤0.01%
300
378
$16K ﹤0.01%
566
+100
379
$15K ﹤0.01%
+90
380
$15K ﹤0.01%
+69
381
$15K ﹤0.01%
+290
382
$14K ﹤0.01%
+53
383
$14K ﹤0.01%
+91
384
$14K ﹤0.01%
+250
385
$14K ﹤0.01%
+345
386
$13K ﹤0.01%
+250
387
$12K ﹤0.01%
116
388
$12K ﹤0.01%
300
389
$12K ﹤0.01%
+290
390
$11K ﹤0.01%
+93
391
$11K ﹤0.01%
220
-870
392
$11K ﹤0.01%
79
393
$11K ﹤0.01%
156
+36
394
$10K ﹤0.01%
1,163
395
$10K ﹤0.01%
358
-68
396
$10K ﹤0.01%
+180
397
$10K ﹤0.01%
+250
398
$10K ﹤0.01%
+162
399
$10K ﹤0.01%
+102
400
$9K ﹤0.01%
343
14 15
16
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