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
76
$912K 0.39%
7,419
-501
77
$911K 0.39%
23,673
-75
78
$911K 0.39%
152,270
+99,820
79
$877K 0.37%
9,068
-255
80
$858K 0.37%
15,105
-75
81
$850K 0.36%
122,263
+7,405
82
$849K 0.36%
7,555
+112
83
$848K 0.36%
7,571
+117
84
$806K 0.34%
19,593
-160
85
$800K 0.34%
48,510
-290
86
$799K 0.34%
93,755
-5,952
87
$791K 0.34%
3,959
88
$786K 0.34%
30,302
-1,825
89
$777K 0.33%
43,743
-1,800
90
$754K 0.32%
13,396
-350
91
$744K 0.32%
9,238
-35
92
$738K 0.31%
22,785
-1,785
93
$702K 0.3%
7,281
-300
94
$675K 0.29%
17,880
-550
95
$674K 0.29%
23,360
+820
96
$652K 0.28%
10,326
-1,093
97
$641K 0.27%
17,942
-450
98
$626K 0.27%
8,002
-50
99
$611K 0.26%
28,670
-872
100
$606K 0.26%
11,025
-1,005
2 3
4
5 6