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
$208M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$949K
2
+$751K
3
+$500K
4
ACCO icon
Acco Brands
ACCO
+$484K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$484K

Top Sells

1
+$741K
2
+$446K
3
+$422K
4
MDT icon
Medtronic
MDT
+$374K
5
GE icon
GE Aerospace
GE
+$371K

Sector Composition

1 Technology 15.28%
2 Financials 11.55%
3 Healthcare 10.79%
4 Energy 10.47%
5 Industrials 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.61%
9,372
-196
52
$1.25M 0.6%
31,181
+4,070
53
$1.24M 0.6%
21,606
-6,521
54
$1.21M 0.58%
26,187
+5,235
55
$1.14M 0.55%
30,154
-368
56
$1.14M 0.55%
23,813
-179
57
$1.13M 0.54%
31,174
58
$1.1M 0.53%
37,110
+4,970
59
$1.08M 0.52%
4,024
-75
60
$1.07M 0.52%
34,830
-400
61
$1.06M 0.51%
16,621
+205
62
$1.02M 0.49%
36,250
-240
63
$1.02M 0.49%
18,845
-5,954
64
$1.01M 0.49%
292,730
+14,625
65
$969K 0.47%
14,808
+1,804
66
$961K 0.46%
117,075
-1,125
67
$958K 0.46%
12,660
-4,800
68
$944K 0.45%
26,981
-425
69
$936K 0.45%
115,075
+31,710
70
$930K 0.45%
5,228
+485
71
$929K 0.45%
10,260
-78
72
$906K 0.44%
92,468
+51,045
73
$898K 0.43%
7,188
74
$881K 0.42%
37,717
-11,350
75
$870K 0.42%
24,503
-105
1 2
3
4 5