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
26
$2.89M 0.67%
39,319
+3,148
27
$2.75M 0.64%
13,331
-541
28
$2.75M 0.64%
50,392
+6,284
29
$2.75M 0.64%
42,994
+2,301
30
$2.74M 0.63%
30,344
+39
31
$2.73M 0.63%
14,819
-458
32
$2.67M 0.62%
116,761
-2,796
33
$2.62M 0.61%
15,967
+68
34
$2.6M 0.6%
145,324
-17,753
35
$2.53M 0.58%
26,163
-454
36
$2.51M 0.58%
13,738
-245
37
$2.4M 0.56%
18,858
+461
38
$2.37M 0.55%
37,493
-2,531
39
$2.31M 0.53%
10,473
-73
40
$2.3M 0.53%
9,928
-631
41
$2.25M 0.52%
16,596
-1,763
42
$2.2M 0.51%
21,320
+640
43
$2.16M 0.5%
4,705
-65
44
$2.03M 0.47%
9,587
+669
45
$1.98M 0.46%
93,485
-23,365
46
$1.95M 0.45%
16,542
-710
47
$1.9M 0.44%
6,698
-605
48
$1.9M 0.44%
15,833
-618
49
$1.89M 0.44%
29,527
-397
50
$1.84M 0.43%
79,084
-1,456
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