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
126
$422K 0.1%
9,075
-1,479
127
$421K 0.1%
8,380
-1,473
128
$395K 0.09%
7,394
-1,419
129
$388K 0.09%
1,026
-113
130
$372K 0.09%
5,316
-1,491
131
$364K 0.08%
+7,331
132
$360K 0.08%
5,814
+41
133
$357K 0.08%
4,409
-94
134
$348K 0.08%
3,947
+124
135
$348K 0.08%
2,331
+1
136
$339K 0.08%
4,847
-850
137
$337K 0.08%
4,807
-2,235
138
$328K 0.08%
1,370
+26
139
$318K 0.07%
1,897
-29
140
$315K 0.07%
5,168
+891
141
$313K 0.07%
1,602
+39
142
$311K 0.07%
5,599
+5,495
143
$311K 0.07%
3,621
+521
144
$310K 0.07%
6,202
-946
145
$306K 0.07%
1,500
146
$304K 0.07%
2,780
+202
147
$304K 0.07%
5,688
-590
148
$301K 0.07%
3,092
-293
149
$300K 0.07%
2,947
150
$288K 0.07%
5,353
-847
4 5
6
7 8