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
$432M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.72M
3
+$1.55M
4
BND icon
Vanguard Total Bond Market
BND
+$1.05M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$863K

Top Sells

1
+$495K
2
+$444K
3
+$372K
4
WY icon
Weyerhaeuser
WY
+$325K
5
PBCT
People's United Financial Inc
PBCT
+$318K

Sector Composition

1 Technology 13.4%
2 Healthcare 7.35%
3 Financials 6.82%
4 Communication Services 5.27%
5 Industrials 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$6K ﹤0.01%
67
-83
427
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+4
428
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+12
429
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153
430
$6K ﹤0.01%
+51
431
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27
432
$5K ﹤0.01%
+10
433
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+30
434
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435
$5K ﹤0.01%
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436
$5K ﹤0.01%
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$5K ﹤0.01%
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175
439
$5K ﹤0.01%
+102
440
$5K ﹤0.01%
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441
$5K ﹤0.01%
+78
442
$5K ﹤0.01%
+28
443
$5K ﹤0.01%
+59
444
$5K ﹤0.01%
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445
$5K ﹤0.01%
290
446
$4K ﹤0.01%
+16
447
$4K ﹤0.01%
+21
448
$4K ﹤0.01%
+58
449
$4K ﹤0.01%
48
+40
450
$4K ﹤0.01%
+63
16 17
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