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
$335M
AUM Growth
-$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$401K
2
+$334K
3
+$311K
4
FSLR icon
First Solar
FSLR
+$281K
5
STX icon
Seagate
STX
+$271K

Top Sells

1
+$2.45M
2
+$1.95M
3
+$1.85M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.84M
5
VCEB icon
Vanguard ESG US Corporate Bond ETF
VCEB
+$1.72M

Sector Composition

1 Technology 12.52%
2 Healthcare 8%
3 Financials 5.42%
4 Communication Services 4.87%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
30
402
$2K ﹤0.01%
51
+45
403
$2K ﹤0.01%
175
404
$2K ﹤0.01%
+40
405
$2K ﹤0.01%
10
406
$1K ﹤0.01%
42
-1,533
407
$1K ﹤0.01%
117
408
$1K ﹤0.01%
9
409
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410
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-6
411
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-657
412
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-387
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415
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-12,073
425
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-7
15 16
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18 19