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
$432M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.72M
3
+$1.55M
4
BND icon
Vanguard Total Bond Market
BND
+$1.05M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$863K

Top Sells

1
+$495K
2
+$444K
3
+$372K
4
WY icon
Weyerhaeuser
WY
+$325K
5
PBCT
People's United Financial Inc
PBCT
+$318K

Sector Composition

1 Technology 13.4%
2 Healthcare 7.35%
3 Financials 6.82%
4 Communication Services 5.27%
5 Industrials 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$10K ﹤0.01%
1,163
402
$10K ﹤0.01%
139
+35
403
$10K ﹤0.01%
79
-83
404
$9K ﹤0.01%
343
405
$9K ﹤0.01%
+93
406
$9K ﹤0.01%
+98
407
$9K ﹤0.01%
+17
408
$8K ﹤0.01%
70
-59
409
$8K ﹤0.01%
73
410
$8K ﹤0.01%
55
411
$8K ﹤0.01%
97
412
$8K ﹤0.01%
1,943
+102
413
$8K ﹤0.01%
43
414
$7K ﹤0.01%
+25
415
$7K ﹤0.01%
+36
416
$7K ﹤0.01%
+90
417
$7K ﹤0.01%
400
418
$7K ﹤0.01%
91
419
$7K ﹤0.01%
30
420
$6K ﹤0.01%
25
-22
421
$6K ﹤0.01%
+10
422
$6K ﹤0.01%
+35
423
$6K ﹤0.01%
+70
424
$6K ﹤0.01%
104
425
$6K ﹤0.01%
50
15 16
17
18 19