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
101
$556K 0.27%
63,770
-18,915
102
$545K 0.26%
6,188
-60
103
$535K 0.26%
26,712
-6,720
104
$514K 0.25%
9,870
-287
105
$484K 0.23%
8,775
-4,840
106
$483K 0.23%
2,995
-605
107
$474K 0.23%
11,749
+274
108
$472K 0.23%
30,490
109
$451K 0.22%
17,380
+1,975
110
$448K 0.22%
4,999
-173
111
$433K 0.21%
4,566
-358
112
$419K 0.2%
71,634
+2,422
113
$404K 0.19%
10,529
+313
114
$394K 0.19%
9,452
-258
115
$392K 0.19%
9,062
116
$391K 0.19%
13,055
-150
117
$389K 0.19%
3,278
-9
118
$387K 0.19%
8,760
119
$380K 0.18%
7,205
-471
120
$377K 0.18%
7,771
-50
121
$370K 0.18%
4,715
122
$370K 0.18%
8,100
123
$361K 0.17%
30,148
+1,547
124
$360K 0.17%
6,948
125
$360K 0.17%
7,299
+935
3 4
5
6 7