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
176
$170K 0.06%
5,390
-164
177
$160K 0.06%
1,500
178
$159K 0.06%
526
+26
179
$158K 0.06%
525
180
$156K 0.06%
10,299
-56
181
$155K 0.06%
817
182
$155K 0.06%
4,915
183
$155K 0.06%
+6,679
184
$154K 0.06%
3,919
-255
185
$153K 0.06%
2,040
186
$153K 0.06%
695
187
$153K 0.06%
3,051
+84
188
$150K 0.05%
900
-47
189
$145K 0.05%
906
-13
190
$142K 0.05%
824
-5
191
$142K 0.05%
948
192
$141K 0.05%
3,525
193
$139K 0.05%
4,933
194
$135K 0.05%
5,315
195
$135K 0.05%
5,717
-5,563
196
$128K 0.05%
2,146
197
$128K 0.05%
1,908
198
$122K 0.04%
10,265
-1,670
199
$122K 0.04%
3,048
200
$122K 0.04%
3,233
-152
6 7
8
9 10