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
$580M
AUM Growth
+$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$5M
3
+$4.14M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.51M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.93M

Top Sells

1
+$3.9M
2
+$2.85M
3
+$1.89M
4
BND icon
Vanguard Total Bond Market
BND
+$1.06M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$446K

Sector Composition

1 Technology 11.58%
2 Healthcare 6.36%
3 Financials 6.32%
4 Consumer Staples 3.83%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$16K ﹤0.01%
1,300
377
$16K ﹤0.01%
300
378
$15K ﹤0.01%
149
379
$15K ﹤0.01%
100
380
$15K ﹤0.01%
54
381
$15K ﹤0.01%
108
382
$14K ﹤0.01%
+50
383
$14K ﹤0.01%
695
384
$14K ﹤0.01%
150
385
$14K ﹤0.01%
316
+66
386
$14K ﹤0.01%
+1,000
387
$13K ﹤0.01%
+100
388
$13K ﹤0.01%
+80
389
$13K ﹤0.01%
+432
390
$12K ﹤0.01%
324
391
$11K ﹤0.01%
+82
392
$11K ﹤0.01%
20
393
$11K ﹤0.01%
175
394
$11K ﹤0.01%
+200
395
$11K ﹤0.01%
+25
396
$11K ﹤0.01%
190
+33
397
$11K ﹤0.01%
+62
398
$10K ﹤0.01%
25
399
$10K ﹤0.01%
76
+70
400
$10K ﹤0.01%
43
14 15
16
17 18