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
$467M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.52M
3
+$887K
4
EFAX icon
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
+$804K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$551K

Top Sells

1
+$502K
2
+$440K
3
+$359K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$272K
5
ATVI
Activision Blizzard
ATVI
+$214K

Sector Composition

1 Technology 13.14%
2 Healthcare 6.97%
3 Financials 6.19%
4 Communication Services 4.27%
5 Industrials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3K ﹤0.01%
8
477
$2K ﹤0.01%
22
478
$2K ﹤0.01%
12
479
$2K ﹤0.01%
148
480
$2K ﹤0.01%
44
481
$2K ﹤0.01%
202
482
$2K ﹤0.01%
45
-2,477
483
$2K ﹤0.01%
18
484
$1K ﹤0.01%
33
485
$1K ﹤0.01%
100
486
$1K ﹤0.01%
1
487
$1K ﹤0.01%
16
488
$1K ﹤0.01%
3
489
$1K ﹤0.01%
31
490
$1K ﹤0.01%
15
491
$1K ﹤0.01%
+80
492
$1K ﹤0.01%
8
493
$1K ﹤0.01%
104
494
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-657
495
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496
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497
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498
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500
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-3
17 18 19
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