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
$322M
AUM Growth
+$6.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.48M
3
+$1.34M
4
BND icon
Vanguard Total Bond Market
BND
+$677K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$654K

Top Sells

1
+$721K
2
+$531K
3
+$358K
4
TTM
Tata Motors Limited
TTM
+$326K
5
ACIA
Acacia Communications Inc
ACIA
+$285K

Sector Composition

1 Technology 13.04%
2 Healthcare 8.11%
3 Financials 6.62%
4 Industrials 6.17%
5 Communication Services 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$5K ﹤0.01%
10
427
$5K ﹤0.01%
2,372
-2,130
428
$4K ﹤0.01%
26
-28
429
$4K ﹤0.01%
130
430
$4K ﹤0.01%
78
431
$4K ﹤0.01%
220
432
$3K ﹤0.01%
30
433
$3K ﹤0.01%
180
434
$3K ﹤0.01%
200
435
$3K ﹤0.01%
78
436
$3K ﹤0.01%
+300
437
$3K ﹤0.01%
172
438
$3K ﹤0.01%
103
439
$2K ﹤0.01%
136
440
$2K ﹤0.01%
+34
441
$2K ﹤0.01%
140
442
$1K ﹤0.01%
+59
443
$1K ﹤0.01%
100
444
$1K ﹤0.01%
16
-125
445
$1K ﹤0.01%
+40
446
$0 ﹤0.01%
545
447
$0 ﹤0.01%
+1
448
– –
-3,865
449
– –
-6,034
450
– –
-1,764
16 17
18
19 20