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
$304M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$527K
3
+$326K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$319K
5
BWA icon
BorgWarner
BWA
+$247K

Top Sells

1
+$1.34M
2
+$1.04M
3
+$987K
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$749K
5
BND icon
Vanguard Total Bond Market
BND
+$450K

Sector Composition

1 Technology 13.62%
2 Healthcare 8.71%
3 Industrials 7.25%
4 Financials 6.67%
5 Communication Services 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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5
452
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