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
$335M
AUM Growth
-$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$401K
2
+$334K
3
+$311K
4
FSLR icon
First Solar
FSLR
+$281K
5
STX icon
Seagate
STX
+$271K

Top Sells

1
+$2.45M
2
+$1.95M
3
+$1.85M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.84M
5
VCEB icon
Vanguard ESG US Corporate Bond ETF
VCEB
+$1.72M

Sector Composition

1 Technology 12.52%
2 Healthcare 8%
3 Financials 5.42%
4 Communication Services 4.87%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.18M 0.65%
40,093
-10,299
27
$2.16M 0.65%
26,060
-13,259
28
$2.08M 0.62%
13,938
-2,029
29
$2.05M 0.61%
12,419
-1,213
30
$2.02M 0.6%
14,542
-2,054
31
$2M 0.6%
4,161
-544
32
$1.97M 0.59%
16,967
-1,891
33
$1.97M 0.59%
10,719
+246
34
$1.93M 0.58%
49,364
+920
35
$1.89M 0.57%
14,673
+935
36
$1.88M 0.56%
30,411
-31,602
37
$1.86M 0.55%
19,283
-4,254
38
$1.85M 0.55%
7,374
+676
39
$1.84M 0.55%
119,635
+26,150
40
$1.83M 0.55%
177,715
+32,391
41
$1.79M 0.53%
10,081
+42
42
$1.68M 0.5%
11,258
+1,330
43
$1.67M 0.5%
16,043
-499
44
$1.6M 0.48%
25,357
+3,780
45
$1.56M 0.47%
37,141
+7,405
46
$1.53M 0.46%
23,297
-7,047
47
$1.48M 0.44%
7,385
-2,202
48
$1.45M 0.43%
11,702
-3,117
49
$1.44M 0.43%
27,833
-31,111
50
$1.35M 0.4%
18,420
-2,900
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2
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