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
$580M
AUM Growth
+$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$5M
3
+$4.14M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.51M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.93M

Top Sells

1
+$3.9M
2
+$2.85M
3
+$1.89M
4
BND icon
Vanguard Total Bond Market
BND
+$1.06M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$446K

Sector Composition

1 Technology 11.58%
2 Healthcare 6.36%
3 Financials 6.32%
4 Consumer Staples 3.83%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$6K ﹤0.01%
140
427
$6K ﹤0.01%
500
428
$6K ﹤0.01%
238
429
$6K ﹤0.01%
+125
430
$6K ﹤0.01%
+28
431
$6K ﹤0.01%
+26
432
$5K ﹤0.01%
185
433
$5K ﹤0.01%
+51
434
$5K ﹤0.01%
100
435
$5K ﹤0.01%
240
436
$5K ﹤0.01%
+168
437
$5K ﹤0.01%
30
+18
438
$4K ﹤0.01%
+65
439
$4K ﹤0.01%
+38
440
$3K ﹤0.01%
+51
441
$3K ﹤0.01%
+35
442
$3K ﹤0.01%
+14
443
$3K ﹤0.01%
+58
444
$3K ﹤0.01%
+47
445
$3K ﹤0.01%
+48
446
$3K ﹤0.01%
30
447
$3K ﹤0.01%
65
448
$2K ﹤0.01%
15
449
$2K ﹤0.01%
34
-121
450
$2K ﹤0.01%
+21
16 17
18
19 20