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
$467M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.52M
3
+$887K
4
EFAX icon
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
+$804K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$551K

Top Sells

1
+$502K
2
+$440K
3
+$359K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$272K
5
ATVI
Activision Blizzard
ATVI
+$214K

Sector Composition

1 Technology 13.14%
2 Healthcare 6.97%
3 Financials 6.19%
4 Communication Services 4.27%
5 Industrials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$21K ﹤0.01%
1,300
377
$21K ﹤0.01%
183
378
$20K ﹤0.01%
364
379
$19K ﹤0.01%
148
-16
380
$19K ﹤0.01%
600
381
$19K ﹤0.01%
1,200
382
$19K ﹤0.01%
275
383
$19K ﹤0.01%
158
384
$18K ﹤0.01%
250
385
$18K ﹤0.01%
83
386
$18K ﹤0.01%
475
387
$17K ﹤0.01%
98
+1
388
$17K ﹤0.01%
250
389
$17K ﹤0.01%
+1,800
390
$17K ﹤0.01%
400
391
$16K ﹤0.01%
90
392
$16K ﹤0.01%
150
393
$16K ﹤0.01%
300
394
$16K ﹤0.01%
54
-113
395
$16K ﹤0.01%
+200
396
$16K ﹤0.01%
+100
397
$15K ﹤0.01%
91
398
$15K ﹤0.01%
69
399
$15K ﹤0.01%
+350
400
$14K ﹤0.01%
25
+15
14 15
16
17 18