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
$467M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.52M
3
+$887K
4
EFAX icon
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
+$804K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$551K

Top Sells

1
+$502K
2
+$440K
3
+$359K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$272K
5
ATVI
Activision Blizzard
ATVI
+$214K

Sector Composition

1 Technology 13.14%
2 Healthcare 6.97%
3 Financials 6.19%
4 Communication Services 4.27%
5 Industrials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$14K ﹤0.01%
528
-533
402
$14K ﹤0.01%
466
-100
403
$14K ﹤0.01%
156
404
$13K ﹤0.01%
4,840
-19,687
405
$13K ﹤0.01%
180
406
$13K ﹤0.01%
432
407
$13K ﹤0.01%
300
408
$13K ﹤0.01%
202
-100
409
$12K ﹤0.01%
290
410
$11K ﹤0.01%
1,163
411
$11K ﹤0.01%
93
412
$11K ﹤0.01%
250
413
$11K ﹤0.01%
55
414
$11K ﹤0.01%
79
415
$11K ﹤0.01%
102
416
$10K ﹤0.01%
358
417
$10K ﹤0.01%
343
418
$10K ﹤0.01%
36
419
$10K ﹤0.01%
220
420
$10K ﹤0.01%
43
421
$9K ﹤0.01%
25
422
$9K ﹤0.01%
483
+138
423
$9K ﹤0.01%
40
424
$8K ﹤0.01%
116
425
$8K ﹤0.01%
10
15 16
17
18 19