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
$221M
AUM Growth
-$554K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$478K
2
+$436K
3
+$395K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$380K
5
SYF icon
Synchrony
SYF
+$319K

Top Sells

1
+$2.88M
2
+$655K
3
+$474K
4
CENT icon
Central Garden & Pet Co
CENT
+$289K
5
JST
JINPAN INT'L LTD(COMMON)
JST
+$288K

Sector Composition

1 Technology 14.97%
2 Healthcare 11.32%
3 Financials 9.5%
4 Industrials 8.47%
5 Communication Services 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$5K ﹤0.01%
38
402
$4K ﹤0.01%
28
-100
403
$4K ﹤0.01%
85
-2
404
$4K ﹤0.01%
106
405
$4K ﹤0.01%
68
406
$4K ﹤0.01%
162
407
$4K ﹤0.01%
50
408
$4K ﹤0.01%
150
409
$3K ﹤0.01%
442
410
$3K ﹤0.01%
470
411
$3K ﹤0.01%
+45
412
$3K ﹤0.01%
350
413
$3K ﹤0.01%
44
414
$3K ﹤0.01%
78
415
$3K ﹤0.01%
102
416
$3K ﹤0.01%
128
+10
417
$3K ﹤0.01%
130
418
$3K ﹤0.01%
30
419
$3K ﹤0.01%
320
420
$2K ﹤0.01%
54
421
$2K ﹤0.01%
122
422
$2K ﹤0.01%
+21
423
$2K ﹤0.01%
17
424
$2K ﹤0.01%
23
425
$2K ﹤0.01%
158
15 16
17
18 19