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
$277M
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$6.38M
3
+$3.53M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.78M
5
BND icon
Vanguard Total Bond Market
BND
+$1.48M

Top Sells

1
+$4.87M
2
+$4.81M
3
+$2.08M
4
VOD icon
Vodafone
VOD
+$1.88M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.34M

Sector Composition

1 Technology 12.84%
2 Healthcare 9.32%
3 Industrials 6.83%
4 Financials 6.77%
5 Communication Services 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2K ﹤0.01%
34
427
$2K ﹤0.01%
49
-40
428
$2K ﹤0.01%
95
429
$2K ﹤0.01%
130
430
$2K ﹤0.01%
136
431
$2K ﹤0.01%
20
432
$2K ﹤0.01%
2,891
-2,179
433
$1K ﹤0.01%
100
434
$1K ﹤0.01%
55
435
$1K ﹤0.01%
200
436
$1K ﹤0.01%
+36
437
$1K ﹤0.01%
158
438
$1K ﹤0.01%
62
439
$1K ﹤0.01%
+25
440
– –
-4,800
441
– –
-150
442
– –
-235
443
– –
-802
444
– –
-38
445
– –
-283
446
– –
-141
447
$0 ﹤0.01%
20
448
$0 ﹤0.01%
50
449
– –
-490
450
– –
-848
15 16 17
18
19