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
$208M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$949K
2
+$751K
3
+$500K
4
ACCO icon
Acco Brands
ACCO
+$484K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$484K

Top Sells

1
+$741K
2
+$446K
3
+$422K
4
MDT icon
Medtronic
MDT
+$374K
5
GE icon
GE Aerospace
GE
+$371K

Sector Composition

1 Technology 15.28%
2 Financials 11.55%
3 Healthcare 10.79%
4 Energy 10.47%
5 Industrials 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 1.02%
11,894
+126
27
$2.12M 1.02%
30,780
-3,444
28
$2.01M 0.96%
16,875
-2,588
29
$1.88M 0.9%
41,531
-505
30
$1.86M 0.89%
103,620
+52,775
31
$1.75M 0.84%
110,341
+12,155
32
$1.75M 0.84%
55,359
+1,180
33
$1.71M 0.82%
51,725
+9,825
34
$1.66M 0.8%
40,456
+2,517
35
$1.66M 0.8%
62,060
-7,200
36
$1.66M 0.8%
94,166
+3,800
37
$1.65M 0.79%
23,330
-4,525
38
$1.65M 0.79%
30,264
-165
39
$1.56M 0.75%
19,466
+1,141
40
$1.54M 0.74%
23,091
-475
41
$1.54M 0.74%
21,973
-4,699
42
$1.51M 0.73%
36,070
-10,045
43
$1.49M 0.71%
24,037
-3,756
44
$1.46M 0.7%
21,913
-192
45
$1.46M 0.7%
37,655
-1,500
46
$1.37M 0.66%
79,170
-6,665
47
$1.33M 0.64%
61,465
+10,415
48
$1.33M 0.64%
40,316
-1,225
49
$1.32M 0.64%
23,172
-18
50
$1.3M 0.62%
14,159
-190
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