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
$208M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$949K
2
+$751K
3
+$500K
4
ACCO icon
Acco Brands
ACCO
+$484K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$484K

Top Sells

1
+$741K
2
+$446K
3
+$422K
4
MDT icon
Medtronic
MDT
+$374K
5
GE icon
GE Aerospace
GE
+$371K

Sector Composition

1 Technology 15.28%
2 Financials 11.55%
3 Healthcare 10.79%
4 Energy 10.47%
5 Industrials 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$851K 0.41%
7,744
-527
77
$843K 0.4%
11,005
-3,900
78
$836K 0.4%
9,282
-3,530
79
$804K 0.39%
10,421
-757
80
$759K 0.36%
16,688
-300
81
$751K 0.36%
+23,590
82
$742K 0.36%
21,013
-730
83
$742K 0.36%
18,695
-9,000
84
$718K 0.34%
30,742
-1,118
85
$693K 0.33%
11,710
86
$688K 0.33%
23,330
-10,165
87
$686K 0.33%
19,542
-910
88
$671K 0.32%
80,400
-25,900
89
$669K 0.32%
21,520
-3,910
90
$668K 0.32%
9,952
+253
91
$661K 0.32%
14,231
92
$661K 0.32%
22,932
-3,829
93
$641K 0.31%
24,850
-200
94
$624K 0.3%
7,670
-505
95
$623K 0.3%
15,030
-590
96
$612K 0.29%
19,125
+6,310
97
$580K 0.28%
27,465
-6,360
98
$580K 0.28%
86,320
+72,080
99
$576K 0.28%
5,962
100
$565K 0.27%
4,168
-109
2 3
4
5 6