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
$322M
AUM Growth
+$6.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.48M
3
+$1.34M
4
BND icon
Vanguard Total Bond Market
BND
+$677K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$654K

Top Sells

1
+$721K
2
+$531K
3
+$358K
4
TTM
Tata Motors Limited
TTM
+$326K
5
ACIA
Acacia Communications Inc
ACIA
+$285K

Sector Composition

1 Technology 13.04%
2 Healthcare 8.11%
3 Financials 6.62%
4 Industrials 6.17%
5 Communication Services 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
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