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
$432M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.72M
3
+$1.55M
4
BND icon
Vanguard Total Bond Market
BND
+$1.05M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$863K

Top Sells

1
+$495K
2
+$444K
3
+$372K
4
WY icon
Weyerhaeuser
WY
+$325K
5
PBCT
People's United Financial Inc
PBCT
+$318K

Sector Composition

1 Technology 13.4%
2 Healthcare 7.35%
3 Financials 6.82%
4 Communication Services 5.27%
5 Industrials 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4K ﹤0.01%
+15
452
$4K ﹤0.01%
+10
453
$4K ﹤0.01%
+59
454
$4K ﹤0.01%
45
455
$4K ﹤0.01%
54
456
$4K ﹤0.01%
165
457
$3K ﹤0.01%
+11
458
$3K ﹤0.01%
+5
459
$3K ﹤0.01%
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460
$3K ﹤0.01%
+14
461
$3K ﹤0.01%
+69
462
$3K ﹤0.01%
295
463
$3K ﹤0.01%
+15
464
$3K ﹤0.01%
+50
465
$3K ﹤0.01%
+56
466
$3K ﹤0.01%
+27
467
$3K ﹤0.01%
+12
468
$3K ﹤0.01%
+22
469
$3K ﹤0.01%
10
470
$2K ﹤0.01%
+11
471
$2K ﹤0.01%
+35
472
$2K ﹤0.01%
+202
473
$2K ﹤0.01%
+13
474
$2K ﹤0.01%
+40
475
$2K ﹤0.01%
+18
17 18
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