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
$286M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.51M
3
+$1.32M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.06M
5
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$815K

Top Sells

1
+$4.14M
2
+$854K
3
+$634K
4
PRXL
Parexel International Corp
PRXL
+$577K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$407K

Sector Composition

1 Technology 14.45%
2 Industrials 9.47%
3 Healthcare 9.12%
4 Financials 8.05%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$5K ﹤0.01%
90
452
$5K ﹤0.01%
205
-400
453
$5K ﹤0.01%
85
454
$5K ﹤0.01%
28
455
$4K ﹤0.01%
150
456
$4K ﹤0.01%
283
457
$4K ﹤0.01%
160
+20
458
$4K ﹤0.01%
130
459
$4K ﹤0.01%
50
460
$4K ﹤0.01%
110
461
$4K ﹤0.01%
67
462
$4K ﹤0.01%
+293
463
$3K ﹤0.01%
375
464
$3K ﹤0.01%
30
465
$3K ﹤0.01%
102
466
$3K ﹤0.01%
78
467
$3K ﹤0.01%
91
468
$3K ﹤0.01%
74
469
$3K ﹤0.01%
130
470
$3K ﹤0.01%
+500
471
$2K ﹤0.01%
158
472
$2K ﹤0.01%
8
473
$2K ﹤0.01%
45
474
$2K ﹤0.01%
136
475
$2K ﹤0.01%
+76
17 18
19
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