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
$233M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.78M
3
+$672K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$582K
5
BND icon
Vanguard Total Bond Market
BND
+$551K

Top Sells

1
+$778K
2
+$619K
3
+$489K
4
ED icon
Consolidated Edison
ED
+$229K
5
PBCT
People's United Financial Inc
PBCT
+$213K

Sector Composition

1 Technology 15.39%
2 Financials 10.68%
3 Healthcare 10.36%
4 Energy 8.14%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.56%
123,046
+6,351
52
$1.3M 0.56%
1,085
-113
53
$1.3M 0.56%
23,986
+399
54
$1.3M 0.56%
36,910
55
$1.29M 0.55%
20,828
+1,600
56
$1.28M 0.55%
32,206
+27
57
$1.25M 0.54%
31,915
-3,490
58
$1.25M 0.54%
31,495
59
$1.24M 0.53%
24,816
+425
60
$1.17M 0.5%
286,380
-1,000
61
$1.12M 0.48%
4,898
-215
62
$1.1M 0.47%
20,560
+1,883
63
$1.1M 0.47%
23,748
+480
64
$1.08M 0.47%
38,865
+4,755
65
$1.08M 0.46%
10,205
-600
66
$991K 0.43%
9,365
-50
67
$991K 0.43%
39,906
-3,380
68
$986K 0.42%
23,310
-140
69
$967K 0.42%
73,485
-1,510
70
$960K 0.41%
24,801
71
$954K 0.41%
3,959
72
$934K 0.4%
10,932
+4,260
73
$889K 0.38%
32,127
74
$887K 0.38%
87,900
+525
75
$886K 0.38%
46,880
+5,935
1 2
3
4 5