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
$432M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.72M
3
+$1.55M
4
BND icon
Vanguard Total Bond Market
BND
+$1.05M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$863K

Top Sells

1
+$495K
2
+$444K
3
+$372K
4
WY icon
Weyerhaeuser
WY
+$325K
5
PBCT
People's United Financial Inc
PBCT
+$318K

Sector Composition

1 Technology 13.4%
2 Healthcare 7.35%
3 Financials 6.82%
4 Communication Services 5.27%
5 Industrials 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.72M 0.4%
+23,758
52
$1.7M 0.39%
26,088
-1,830
53
$1.61M 0.37%
14,772
+446
54
$1.61M 0.37%
10,039
-72
55
$1.59M 0.37%
29,736
-4,093
56
$1.57M 0.36%
48,444
-1,140
57
$1.51M 0.35%
6,954
-411
58
$1.5M 0.35%
45,939
+9
59
$1.48M 0.34%
80,033
+1,282
60
$1.47M 0.34%
20,455
-292
61
$1.46M 0.34%
21,577
-1,888
62
$1.43M 0.33%
18,988
+2,413
63
$1.42M 0.33%
25,355
-1,789
64
$1.39M 0.32%
34,092
+149
65
$1.39M 0.32%
36,293
-230
66
$1.39M 0.32%
7,099
+26
67
$1.36M 0.31%
10,064
-100
68
$1.32M 0.31%
67,234
-8,175
69
$1.32M 0.3%
32,937
+1,265
70
$1.3M 0.3%
3,292
+1
71
$1.29M 0.3%
3,461
-39
72
$1.29M 0.3%
10,306
+505
73
$1.27M 0.29%
9,352
+530
74
$1.24M 0.29%
20,986
+1,594
75
$1.24M 0.29%
6,676
1 2
3
4 5