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
– –
-475
410
– –
-22
411
– –
-928
412
– –
-5,050
413
– –
-1
414
– –
-387
415
– –
-657
416
– –
-6
417
– –
-20
418
– –
-157
419
– –
-10
420
– –
-11
421
– –
-104
422
– –
0
423
– –
-8
424
– –
-11
425
– –
-35
15 16
17
18 19