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
$433M
AUM Growth
+$97.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$4.73M
3
+$3.72M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$3.57M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.21M

Top Sells

1
+$1.17M
2
+$1.09M
3
+$864K
4
TSM icon
TSMC
TSM
+$857K
5
MSFT icon
Microsoft
MSFT
+$798K

Sector Composition

1 Technology 12.4%
2 Healthcare 6.69%
3 Financials 6.29%
4 Communication Services 4.64%
5 Industrials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.67M 0.39%
10,153
+72
52
$1.55M 0.36%
65,024
-20,644
53
$1.54M 0.36%
18,167
+3,449
54
$1.49M 0.35%
42,168
-3,753
55
$1.48M 0.34%
26,884
-10,257
56
$1.47M 0.34%
6,935
+337
57
$1.45M 0.34%
6,616
-758
58
$1.41M 0.33%
3,294
+3
59
$1.41M 0.33%
24,244
+6,184
60
$1.4M 0.32%
7,012
-25
61
$1.38M 0.32%
+9,542
62
$1.37M 0.32%
46,564
-2,800
63
$1.37M 0.32%
4,711
+589
64
$1.34M 0.31%
10,495
+3,615
65
$1.34M 0.31%
10,647
+2,055
66
$1.34M 0.31%
22,261
-2,319
67
$1.31M 0.3%
+21,331
68
$1.3M 0.3%
18,444
-5,068
69
$1.29M 0.3%
43,440
+4,178
70
$1.26M 0.29%
33,081
+1,066
71
$1.24M 0.29%
10,517
-569
72
$1.23M 0.28%
33,315
+4,619
73
$1.22M 0.28%
20,756
-1,293
74
$1.22M 0.28%
12,754
-4,118
75
$1.17M 0.27%
46,788
-7,394
1 2
3
4 5