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
151
$221K 0.11%
2,431
152
$219K 0.11%
12,810
-1,010
153
$217K 0.1%
4,270
+100
154
$213K 0.1%
+12,380
155
$212K 0.1%
+928
156
$210K 0.1%
4,525
157
$208K 0.1%
7,938
158
$207K 0.1%
1,437
159
$207K 0.1%
5,038
160
$206K 0.1%
9,490
161
$205K 0.1%
1,752
162
$205K 0.1%
241
163
$199K 0.1%
7,147
+1,084
164
$189K 0.09%
6,500
165
$175K 0.08%
5,470
+175
166
$170K 0.08%
1,975
+635
167
$166K 0.08%
2,323
-24
168
$164K 0.08%
+26,685
169
$163K 0.08%
6,116
-146
170
$161K 0.08%
18,670
-4,225
171
$158K 0.08%
19,159
-1,552
172
$154K 0.07%
550
173
$145K 0.07%
2,350
174
$136K 0.07%
3,897
175
$131K 0.06%
1,350
-180
5 6
7
8 9