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
$286M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.51M
3
+$1.32M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.06M
5
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$815K

Top Sells

1
+$4.14M
2
+$854K
3
+$634K
4
PRXL
Parexel International Corp
PRXL
+$577K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$407K

Sector Composition

1 Technology 14.45%
2 Industrials 9.47%
3 Healthcare 9.12%
4 Financials 8.05%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$14K ﹤0.01%
34
402
$14K ﹤0.01%
163
403
$14K ﹤0.01%
1,000
404
$14K ﹤0.01%
761
405
$14K ﹤0.01%
+357
406
$13K ﹤0.01%
169
407
$13K ﹤0.01%
800
408
$13K ﹤0.01%
250
409
$13K ﹤0.01%
335
410
$12K ﹤0.01%
211
411
$12K ﹤0.01%
400
412
$12K ﹤0.01%
450
413
$11K ﹤0.01%
418
-416
414
$11K ﹤0.01%
275
415
$11K ﹤0.01%
35
416
$11K ﹤0.01%
80
417
$11K ﹤0.01%
175
418
$11K ﹤0.01%
+100
419
$11K ﹤0.01%
324
-60
420
$10K ﹤0.01%
200
421
$10K ﹤0.01%
54
422
$10K ﹤0.01%
81
423
$9K ﹤0.01%
150
424
$9K ﹤0.01%
79
425
$9K ﹤0.01%
1,087
15 16
17
18 19