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
$467M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.52M
3
+$887K
4
EFAX icon
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
+$804K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$551K

Top Sells

1
+$502K
2
+$440K
3
+$359K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$272K
5
ATVI
Activision Blizzard
ATVI
+$214K

Sector Composition

1 Technology 13.14%
2 Healthcare 6.97%
3 Financials 6.19%
4 Communication Services 4.27%
5 Industrials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$6K ﹤0.01%
13
452
$6K ﹤0.01%
51
453
$5K ﹤0.01%
21
454
$5K ﹤0.01%
15
455
$5K ﹤0.01%
4
456
$5K ﹤0.01%
175
457
$5K ﹤0.01%
102
458
$5K ﹤0.01%
22
459
$4K ﹤0.01%
+65
460
$4K ﹤0.01%
59
461
$4K ﹤0.01%
12
462
$4K ﹤0.01%
54
463
$3K ﹤0.01%
11
464
$3K ﹤0.01%
5
465
$3K ﹤0.01%
69
466
$3K ﹤0.01%
58
467
$3K ﹤0.01%
40
468
$3K ﹤0.01%
26
469
$3K ﹤0.01%
15
470
$3K ﹤0.01%
13
471
$3K ﹤0.01%
35
472
$3K ﹤0.01%
56
473
$3K ﹤0.01%
20
474
$3K ﹤0.01%
9
475
$3K ﹤0.01%
33
17 18
19
20 21