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
476
$2K ﹤0.01%
+26
477
$2K ﹤0.01%
+19
478
$2K ﹤0.01%
+34
479
$2K ﹤0.01%
+27
480
$2K ﹤0.01%
+148
481
$2K ﹤0.01%
+13
482
$2K ﹤0.01%
+12
483
$2K ﹤0.01%
+20
484
$2K ﹤0.01%
+35
485
$2K ﹤0.01%
+22
486
$2K ﹤0.01%
+10
487
$2K ﹤0.01%
+9
488
$2K ﹤0.01%
+20
489
$2K ﹤0.01%
9
490
$2K ﹤0.01%
+33
491
$2K ﹤0.01%
+7
492
$2K ﹤0.01%
+8
493
$1K ﹤0.01%
+20
494
$1K ﹤0.01%
+6
495
$1K ﹤0.01%
387
496
$1K ﹤0.01%
+1
497
$1K ﹤0.01%
+33
498
$1K ﹤0.01%
97
-13,302
499
$1K ﹤0.01%
+15
500
$1K ﹤0.01%
59
18 19
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