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
$277M
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$6.38M
3
+$3.53M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.78M
5
BND icon
Vanguard Total Bond Market
BND
+$1.48M

Top Sells

1
+$4.87M
2
+$4.81M
3
+$2.08M
4
VOD icon
Vodafone
VOD
+$1.88M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.34M

Sector Composition

1 Technology 12.84%
2 Healthcare 9.32%
3 Industrials 6.83%
4 Financials 6.77%
5 Communication Services 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$229K 0.08%
4,840
-140
152
$226K 0.08%
924
153
$224K 0.08%
786
-33
154
$223K 0.08%
91,334
-15,590
155
$223K 0.08%
5,073
-17
156
$217K 0.08%
3,038
-945
157
$206K 0.07%
1,060
158
$206K 0.07%
7,309
-14
159
$205K 0.07%
2,155
-150
160
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1,482
161
$199K 0.07%
2,876
162
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28,560
-8,160
163
$194K 0.07%
7,340
-385
164
$193K 0.07%
2,593
-1,192
165
$190K 0.07%
1,626
166
$186K 0.07%
2,439
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167
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3,172
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168
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-2,080
169
$183K 0.07%
5,140
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170
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1,585
171
$179K 0.06%
1,477
172
$179K 0.06%
9,506
-4,422
173
$174K 0.06%
4,241
-194
174
$173K 0.06%
4,785
175
$171K 0.06%
14,091
-5,768
5 6
7
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