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
$335M
AUM Growth
-$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$401K
2
+$334K
3
+$311K
4
FSLR icon
First Solar
FSLR
+$281K
5
STX icon
Seagate
STX
+$271K

Top Sells

1
+$2.45M
2
+$1.95M
3
+$1.85M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.84M
5
VCEB icon
Vanguard ESG US Corporate Bond ETF
VCEB
+$1.72M

Sector Composition

1 Technology 12.52%
2 Healthcare 8%
3 Financials 5.42%
4 Communication Services 4.87%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.4%
24,580
+439
52
$1.3M 0.39%
82,449
+15,215
53
$1.28M 0.38%
45,921
-18
54
$1.27M 0.38%
32,315
-10,679
55
$1.21M 0.36%
11,086
-4,747
56
$1.21M 0.36%
42,253
+7,778
57
$1.2M 0.36%
25,445
+593
58
$1.16M 0.35%
85,668
+6,584
59
$1.16M 0.34%
86,068
+6,035
60
$1.12M 0.33%
16,872
+4,246
61
$1.1M 0.33%
3,291
-1
62
$1.09M 0.33%
32,015
-2,077
63
$1.09M 0.32%
6,598
-356
64
$1.05M 0.31%
7,037
-62
65
$1.02M 0.3%
23,512
+3,057
66
$1.02M 0.3%
11,834
-2,938
67
$999K 0.3%
7,375
+442
68
$994K 0.3%
19,188
-10,339
69
$991K 0.3%
38,367
+2,074
70
$957K 0.29%
8,592
-760
71
$956K 0.29%
18,060
-2,926
72
$947K 0.28%
44,179
+2,177
73
$940K 0.28%
11,687
-415
74
$938K 0.28%
4,122
+276
75
$907K 0.27%
16,141
-3,822
1 2
3
4 5