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
$234M
AUM Growth
-$2.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$781K
3
+$597K
4
MON
Monsanto Co
MON
+$497K
5
BND icon
Vanguard Total Bond Market
BND
+$494K

Top Sells

1
+$321K
2
+$252K
3
+$193K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$168K
5
WW
WW International
WW
+$149K

Sector Composition

1 Technology 15.18%
2 Financials 10.98%
3 Healthcare 10.41%
4 Communication Services 8.3%
5 Industrials 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33M 0.57%
13,630
-285
52
$1.3M 0.55%
18,280
+2,110
53
$1.26M 0.54%
20,492
-1,620
54
$1.25M 0.54%
14,552
55
$1.25M 0.54%
33,016
+294
56
$1.24M 0.53%
47,480
+40,461
57
$1.23M 0.52%
22,198
+810
58
$1.23M 0.52%
9,385
-370
59
$1.22M 0.52%
27,156
-1,305
60
$1.16M 0.5%
36,540
-210
61
$1.11M 0.47%
21,296
+288
62
$1.11M 0.47%
38,844
+2,360
63
$1.11M 0.47%
12,987
-256
64
$1.1M 0.47%
37,336
+4,547
65
$1.04M 0.44%
21,403
+2,520
66
$1.04M 0.44%
83,040
+1,205
67
$1.01M 0.43%
25,700
+844
68
$1M 0.43%
23,998
-970
69
$990K 0.42%
42,590
+480
70
$985K 0.42%
31,408
-72
71
$971K 0.41%
4,878
-20
72
$964K 0.41%
27,970
+5,495
73
$949K 0.4%
85,785
-240
74
$927K 0.4%
969
-47
75
$925K 0.39%
48,260
+2,210
1 2
3
4 5