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
$433M
AUM Growth
+$97.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$4.73M
3
+$3.72M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$3.57M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.21M

Top Sells

1
+$1.17M
2
+$1.09M
3
+$864K
4
TSM icon
TSMC
TSM
+$857K
5
MSFT icon
Microsoft
MSFT
+$798K

Sector Composition

1 Technology 12.4%
2 Healthcare 6.69%
3 Financials 6.29%
4 Communication Services 4.64%
5 Industrials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$6K ﹤0.01%
51
-88
427
$6K ﹤0.01%
+70
428
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+27
429
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48
+40
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+7
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+50
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153
433
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434
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435
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16
-120
436
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+58
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$5K ﹤0.01%
+218
440
$5K ﹤0.01%
+15
441
$5K ﹤0.01%
13
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442
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175
443
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444
$4K ﹤0.01%
+59
445
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+28
446
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45
447
$4K ﹤0.01%
54
448
$4K ﹤0.01%
+22
449
$3K ﹤0.01%
+11
450
$3K ﹤0.01%
+5
16 17
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