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
126
$356K 0.17%
15,370
-1,160
127
$349K 0.17%
13,265
128
$338K 0.16%
57,822
+30,240
129
$335K 0.16%
2,135
130
$333K 0.16%
35,851
131
$331K 0.16%
3,990
-119
132
$326K 0.16%
7,518
-358
133
$326K 0.16%
9,722
134
$313K 0.15%
5,069
-357
135
$304K 0.15%
3,356
136
$303K 0.15%
6,175
+4,876
137
$290K 0.14%
5,561
138
$285K 0.14%
3,118
139
$278K 0.13%
7,840
140
$277K 0.13%
1,562
-121
141
$264K 0.13%
2,553
142
$261K 0.13%
15,730
143
$260K 0.12%
6,368
-40
144
$256K 0.12%
3,958
145
$249K 0.12%
12,090
-105
146
$248K 0.12%
24,485
-3,955
147
$244K 0.12%
7,392
-200
148
$239K 0.11%
+20,470
149
$234K 0.11%
6,900
150
$224K 0.11%
4,394
4 5
6
7 8