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
$304M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1 +$1.46M
2 +$527K
3 +$326K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$319K
5
BWA icon
BorgWarner
BWA
+$247K

Sector Composition

1 Technology 13.62%
2 Healthcare 8.71%
3 Industrials 7.25%
4 Financials 6.67%
5 Communication Services 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
-158
477
-20