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
$580M
AUM Growth
+$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Sells

1 +$3.9M
2 +$2.85M
3 +$1.89M
4
BND icon
Vanguard Total Bond Market
BND
+$1.06M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$446K

Sector Composition

1 Technology 11.58%
2 Healthcare 6.36%
3 Financials 6.32%
4 Consumer Staples 3.83%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$10K ﹤0.01%
150
402
$9K ﹤0.01%
320
403
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+27
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406
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408
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409
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410
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411
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422
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150
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43
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$6K ﹤0.01%
+52
425
$6K ﹤0.01%
+55