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
$277M
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$6.38M
3
+$3.53M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.78M
5
BND icon
Vanguard Total Bond Market
BND
+$1.48M

Top Sells

1
+$4.87M
2
+$4.81M
3
+$2.08M
4
VOD icon
Vodafone
VOD
+$1.88M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.34M

Sector Composition

1 Technology 12.84%
2 Healthcare 9.32%
3 Industrials 6.83%
4 Financials 6.77%
5 Communication Services 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$6K ﹤0.01%
100
402
$6K ﹤0.01%
470
403
$6K ﹤0.01%
+195
404
$6K ﹤0.01%
24
405
$6K ﹤0.01%
175
406
$6K ﹤0.01%
1,000
407
$6K ﹤0.01%
115
408
$5K ﹤0.01%
125
-113
409
$5K ﹤0.01%
350
410
$5K ﹤0.01%
90
411
$5K ﹤0.01%
200
412
$5K ﹤0.01%
400
413
$5K ﹤0.01%
412
-584
414
$4K ﹤0.01%
62
415
$4K ﹤0.01%
172
416
$4K ﹤0.01%
175
417
$4K ﹤0.01%
45
418
$4K ﹤0.01%
78
-23
419
$4K ﹤0.01%
180
-30
420
$4K ﹤0.01%
50
421
$3K ﹤0.01%
78
422
$3K ﹤0.01%
102
423
$3K ﹤0.01%
30
424
$3K ﹤0.01%
100
425
$3K ﹤0.01%
375
15 16
17
18 19