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
$233M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.78M
3
+$672K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$582K
5
BND icon
Vanguard Total Bond Market
BND
+$551K

Top Sells

1
+$778K
2
+$619K
3
+$489K
4
ED icon
Consolidated Edison
ED
+$229K
5
PBCT
People's United Financial Inc
PBCT
+$213K

Sector Composition

1 Technology 15.39%
2 Financials 10.68%
3 Healthcare 10.36%
4 Energy 8.14%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$5K ﹤0.01%
+110
402
$5K ﹤0.01%
68
403
$5K ﹤0.01%
50
404
$5K ﹤0.01%
195
405
$5K ﹤0.01%
90
-1
406
$4K ﹤0.01%
260
+80
407
$4K ﹤0.01%
320
408
– –
0
409
$4K ﹤0.01%
240
410
$3K ﹤0.01%
300
411
$3K ﹤0.01%
150
412
$3K ﹤0.01%
38
413
$3K ﹤0.01%
50
414
$3K ﹤0.01%
23
415
$3K ﹤0.01%
78
416
$3K ﹤0.01%
+6,400
417
$3K ﹤0.01%
370
418
$3K ﹤0.01%
+40
419
$3K ﹤0.01%
350
420
$3K ﹤0.01%
125
-37
421
$3K ﹤0.01%
470
422
$3K ﹤0.01%
442
423
$2K ﹤0.01%
100
424
$2K ﹤0.01%
150
425
$2K ﹤0.01%
151
14 15 16
17
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