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
$465M
AUM Growth
-$2.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$1.45M
3
+$952K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$863K
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$796K

Top Sells

1
+$383K
2
+$382K
3
+$324K
4
VTR icon
Ventas
VTR
+$263K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$228K

Sector Composition

1 Technology 12.26%
2 Healthcare 7.26%
3 Financials 6.51%
4 Communication Services 4.17%
5 Consumer Staples 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$14K ﹤0.01%
100
+10
427
$14K ﹤0.01%
25
-10
428
$14K ﹤0.01%
+200
429
$14K ﹤0.01%
+400
430
$14K ﹤0.01%
+485
431
$14K ﹤0.01%
+125
432
$13K ﹤0.01%
29
+24
433
$13K ﹤0.01%
1,163
434
$13K ﹤0.01%
+160
435
$13K ﹤0.01%
200
436
$13K ﹤0.01%
466
437
$13K ﹤0.01%
290
438
$12K ﹤0.01%
+120
439
$12K ﹤0.01%
+23
440
$12K ﹤0.01%
+100
441
$12K ﹤0.01%
+206
442
$12K ﹤0.01%
220
443
$12K ﹤0.01%
+226
444
$11K ﹤0.01%
+1,100
445
$11K ﹤0.01%
55
446
$11K ﹤0.01%
300
447
$11K ﹤0.01%
324
448
$11K ﹤0.01%
+188
449
$10K ﹤0.01%
358
450
$10K ﹤0.01%
343
16 17
18
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