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
176
$131K 0.06%
3,170
177
$128K 0.06%
1,675
-180
178
$128K 0.06%
8,248
179
$124K 0.06%
1,091
-100
180
$123K 0.06%
5,250
-200
181
$119K 0.06%
5,560
-128
182
$118K 0.06%
3,076
183
$118K 0.06%
2,920
184
$111K 0.05%
1,530
185
$110K 0.05%
5,520
186
$109K 0.05%
2,024
187
$109K 0.05%
25,890
+1,250
188
$109K 0.05%
949
189
$109K 0.05%
1,410
190
$109K 0.05%
4,305
+1,210
191
$108K 0.05%
800
192
$106K 0.05%
1,950
193
$104K 0.05%
1,901
194
$103K 0.05%
1,370
195
$103K 0.05%
8,035
196
$101K 0.05%
2,870
-820
197
$101K 0.05%
1,600
-100
198
$100K 0.05%
964
199
$97K 0.05%
3,465
-75
200
$96K 0.05%
7,320
+566
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8
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