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
$335M
AUM Growth
-$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$401K
2
+$334K
3
+$311K
4
FSLR icon
First Solar
FSLR
+$281K
5
STX icon
Seagate
STX
+$271K

Top Sells

1
+$2.45M
2
+$1.95M
3
+$1.85M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.84M
5
VCEB icon
Vanguard ESG US Corporate Bond ETF
VCEB
+$1.72M

Sector Composition

1 Technology 12.52%
2 Healthcare 8%
3 Financials 5.42%
4 Communication Services 4.87%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$222K 0.07%
744
-2,050
152
$221K 0.07%
869
-96
153
$220K 0.07%
3,451
+658
154
$218K 0.07%
989
+164
155
$216K 0.06%
4,277
-158
156
$212K 0.06%
1,518
+229
157
$205K 0.06%
1,678
+49
158
$205K 0.06%
1,059
+183
159
$205K 0.06%
10,183
+573
160
$193K 0.06%
1,926
-871
161
$190K 0.06%
2,439
+584
162
$188K 0.06%
1,843
+379
163
$187K 0.06%
1,545
164
$187K 0.06%
3,407
-1,235
165
$186K 0.06%
1,152
-162
166
$181K 0.05%
2,578
-202
167
$179K 0.05%
1,658
-464
168
$178K 0.05%
3,100
-41
169
$176K 0.05%
3,793
+538
170
$175K 0.05%
3,890
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171
$172K 0.05%
1,563
-530
172
$169K 0.05%
500
173
$167K 0.05%
3,008
-2,710
174
$166K 0.05%
18,442
+3,595
175
$163K 0.05%
4,046
-10,263
5 6
7
8 9