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
$433M
AUM Growth
+$97.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$4.73M
3
+$3.72M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$3.57M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.21M

Top Sells

1
+$1.17M
2
+$1.09M
3
+$864K
4
TSM icon
TSMC
TSM
+$857K
5
MSFT icon
Microsoft
MSFT
+$798K

Sector Composition

1 Technology 12.4%
2 Healthcare 6.69%
3 Financials 6.29%
4 Communication Services 4.64%
5 Industrials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3K ﹤0.01%
+44
452
$3K ﹤0.01%
+69
453
$3K ﹤0.01%
+58
454
$3K ﹤0.01%
+18
455
$3K ﹤0.01%
+63
456
$3K ﹤0.01%
+56
457
$3K ﹤0.01%
+20
458
$3K ﹤0.01%
12
-93
459
$3K ﹤0.01%
+33
460
$2K ﹤0.01%
+202
461
$2K ﹤0.01%
+13
462
$2K ﹤0.01%
+14
463
$2K ﹤0.01%
+40
464
$2K ﹤0.01%
+26
465
$2K ﹤0.01%
+148
466
$2K ﹤0.01%
+15
467
$2K ﹤0.01%
+12
468
$2K ﹤0.01%
80
-240
469
$2K ﹤0.01%
+20
470
$2K ﹤0.01%
+35
471
$2K ﹤0.01%
+22
472
$2K ﹤0.01%
9
473
$2K ﹤0.01%
+8
474
$1K ﹤0.01%
+104
475
$1K ﹤0.01%
+8
17 18
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