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
$234M
AUM Growth
-$2.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$781K
3
+$597K
4
MON
Monsanto Co
MON
+$497K
5
BND icon
Vanguard Total Bond Market
BND
+$494K

Top Sells

1
+$321K
2
+$252K
3
+$193K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$168K
5
WW
WW International
WW
+$149K

Sector Composition

1 Technology 15.18%
2 Financials 10.98%
3 Healthcare 10.41%
4 Communication Services 8.3%
5 Industrials 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1K ﹤0.01%
37
427
$1K ﹤0.01%
51
+20
428
$1K ﹤0.01%
20
429
– –
0
430
$0 ﹤0.01%
+30
431
– –
-900
432
$0 ﹤0.01%
+120
433
$0 ﹤0.01%
+4,800
434
– –
-300
435
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-65
436
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-150
437
$0 ﹤0.01%
7
438
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-100
439
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-150
440
– –
-66
441
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442
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443
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446
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447
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448
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449
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450
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15 16 17
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