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
$234M
AUM Growth
-$2.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$781K
3
+$597K
4
MON
Monsanto Co
MON
+$497K
5
BND icon
Vanguard Total Bond Market
BND
+$494K

Top Sells

1
+$321K
2
+$252K
3
+$193K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$168K
5
WW
WW International
WW
+$149K

Sector Composition

1 Technology 15.18%
2 Financials 10.98%
3 Healthcare 10.41%
4 Communication Services 8.3%
5 Industrials 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$162K 0.07%
2,314
-206
177
$161K 0.07%
6,500
178
$161K 0.07%
1,310
179
$159K 0.07%
9,490
180
$157K 0.07%
2,500
-140
181
$155K 0.07%
2,685
182
$154K 0.07%
7,523
-1,681
183
$148K 0.06%
4,629
184
$147K 0.06%
7,075
-300
185
$147K 0.06%
9,558
+4,432
186
$141K 0.06%
921
187
$135K 0.06%
3,000
188
$133K 0.06%
1,782
+65
189
$132K 0.06%
817
190
$132K 0.06%
3,447
-224
191
$131K 0.06%
824
192
$130K 0.06%
6,229
193
$129K 0.06%
1,982
194
$119K 0.05%
2,320
195
$119K 0.05%
2,920
196
$118K 0.05%
931
197
$118K 0.05%
6,243
-7
198
$117K 0.05%
1,530
199
$117K 0.05%
2,250
200
$113K 0.05%
4,259
6 7
8
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