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
$433M
AUM Growth
+$97.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$4.73M
3
+$3.72M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$3.57M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.21M

Top Sells

1
+$1.17M
2
+$1.09M
3
+$864K
4
TSM icon
TSMC
TSM
+$857K
5
MSFT icon
Microsoft
MSFT
+$798K

Sector Composition

1 Technology 12.4%
2 Healthcare 6.69%
3 Financials 6.29%
4 Communication Services 4.64%
5 Industrials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
+15
477
$1K ﹤0.01%
+31
478
$1K ﹤0.01%
+3
479
$1K ﹤0.01%
+16
480
$1K ﹤0.01%
+1
481
$1K ﹤0.01%
+100
482
$1K ﹤0.01%
+33
483
– –
-51
484
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-47
485
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-373
486
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-538
487
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-604
488
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-360
489
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490
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491
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-14,120
492
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493
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-7,490
494
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495
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496
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497
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-5
498
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499
$0 ﹤0.01%
+3
500
– –
-1,435
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