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
$208M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$949K
2
+$751K
3
+$500K
4
ACCO icon
Acco Brands
ACCO
+$484K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$484K

Top Sells

1
+$741K
2
+$446K
3
+$422K
4
MDT icon
Medtronic
MDT
+$374K
5
GE icon
GE Aerospace
GE
+$371K

Sector Composition

1 Technology 15.28%
2 Financials 11.55%
3 Healthcare 10.79%
4 Energy 10.47%
5 Industrials 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2K ﹤0.01%
25
402
$2K ﹤0.01%
+75
403
$2K ﹤0.01%
+150
404
$2K ﹤0.01%
151
405
$2K ﹤0.01%
150
406
$2K ﹤0.01%
300
407
$2K ﹤0.01%
100
408
$1K ﹤0.01%
500
409
$1K ﹤0.01%
34
410
$1K ﹤0.01%
400
411
– –
-22
412
– –
-23
413
– –
-909
414
– –
-35
415
– –
-2,000
416
– –
-80
417
– –
-35
418
– –
-20,325
419
– –
-650
420
– –
-4,490
421
– –
-20,855
422
– –
-769
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