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
$315M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$2.93M
3
+$1.59M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.31M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.01M

Top Sells

1
+$994K
2
+$784K
3
+$541K
4
ACTG icon
Acacia Research
ACTG
+$392K
5
MSFT icon
Microsoft
MSFT
+$331K

Sector Composition

1 Technology 13.12%
2 Healthcare 8.45%
3 Industrials 6.82%
4 Financials 6.7%
5 Communication Services 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$12K ﹤0.01%
78
402
$12K ﹤0.01%
306
403
$12K ﹤0.01%
+250
404
$11K ﹤0.01%
54
405
$11K ﹤0.01%
+730
406
$11K ﹤0.01%
173
407
$11K ﹤0.01%
+129
408
$10K ﹤0.01%
1,163
409
$10K ﹤0.01%
134
410
$10K ﹤0.01%
+260
411
$10K ﹤0.01%
59
412
$10K ﹤0.01%
140
413
$10K ﹤0.01%
557
-456
414
$10K ﹤0.01%
321
+8
415
$9K ﹤0.01%
+141
416
$9K ﹤0.01%
54
-150
417
$9K ﹤0.01%
175
418
$9K ﹤0.01%
+75
419
$9K ﹤0.01%
2,001
-41
420
$9K ﹤0.01%
465
421
$9K ﹤0.01%
10
+3
422
$8K ﹤0.01%
+300
423
$8K ﹤0.01%
79
424
$7K ﹤0.01%
+195
425
$7K ﹤0.01%
450
15 16
17
18 19