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
$322M
AUM Growth
+$6.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.48M
3
+$1.34M
4
BND icon
Vanguard Total Bond Market
BND
+$677K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$654K

Top Sells

1
+$721K
2
+$531K
3
+$358K
4
TTM
Tata Motors Limited
TTM
+$326K
5
ACIA
Acacia Communications Inc
ACIA
+$285K

Sector Composition

1 Technology 13.04%
2 Healthcare 8.11%
3 Financials 6.62%
4 Industrials 6.17%
5 Communication Services 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$250K 0.08%
1,391
-52
152
$245K 0.08%
1,751
153
$244K 0.08%
2,063
154
$241K 0.07%
1,163
+74
155
$240K 0.07%
641
-283
156
$238K 0.07%
12,566
-130
157
$234K 0.07%
1,607
158
$233K 0.07%
5,162
+59
159
$230K 0.07%
2,439
160
$226K 0.07%
1,334
-295
161
$225K 0.07%
1,585
162
$225K 0.07%
3,620
163
$224K 0.07%
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164
$221K 0.07%
7,938
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165
$217K 0.07%
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166
$210K 0.07%
1,272
-291
167
$209K 0.07%
30,318
-11,481
168
$202K 0.06%
1,244
169
$197K 0.06%
1,016
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170
$191K 0.06%
824
171
$190K 0.06%
1,545
+515
172
$188K 0.06%
3,836
-2,814
173
$187K 0.06%
3,525
174
$186K 0.06%
1,496
-283
175
$185K 0.06%
6,146
-995
5 6
7
8 9