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
$433M
AUM Growth
+$97.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$4.73M
3
+$3.72M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$3.57M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.21M

Top Sells

1
+$1.17M
2
+$1.09M
3
+$864K
4
TSM icon
TSMC
TSM
+$857K
5
MSFT icon
Microsoft
MSFT
+$798K

Sector Composition

1 Technology 12.4%
2 Healthcare 6.69%
3 Financials 6.29%
4 Communication Services 4.64%
5 Industrials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$9K ﹤0.01%
228
-1,270
402
$9K ﹤0.01%
+36
403
$9K ﹤0.01%
55
404
$9K ﹤0.01%
40
405
$9K ﹤0.01%
183
406
$9K ﹤0.01%
43
407
$8K ﹤0.01%
+18
408
$8K ﹤0.01%
+500
409
$8K ﹤0.01%
+244
410
$8K ﹤0.01%
107
+4
411
$8K ﹤0.01%
102
-98
412
$8K ﹤0.01%
+859
413
$7K ﹤0.01%
+10
414
$7K ﹤0.01%
+35
415
$7K ﹤0.01%
+62
416
$7K ﹤0.01%
+25
417
$7K ﹤0.01%
67
-83
418
$7K ﹤0.01%
+90
419
$7K ﹤0.01%
+4
420
$7K ﹤0.01%
+12
421
$7K ﹤0.01%
400
422
$7K ﹤0.01%
324
423
$7K ﹤0.01%
+51
424
$7K ﹤0.01%
+91
425
$6K ﹤0.01%
+10
15 16
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