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
$315M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$2.93M
3
+$1.59M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.31M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.01M

Top Sells

1
+$994K
2
+$784K
3
+$541K
4
ACTG icon
Acacia Research
ACTG
+$392K
5
MSFT icon
Microsoft
MSFT
+$331K

Sector Composition

1 Technology 13.12%
2 Healthcare 8.45%
3 Industrials 6.82%
4 Financials 6.7%
5 Communication Services 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$194K 0.06%
9,739
-560
177
$190K 0.06%
5,312
-700
178
$187K 0.06%
526
179
$183K 0.06%
5,103
+652
180
$181K 0.06%
3,525
181
$179K 0.06%
2,294
+1,874
182
$177K 0.06%
2,643
-408
183
$176K 0.06%
+3,573
184
$176K 0.06%
1,170
+700
185
$173K 0.05%
4,817
-116
186
$171K 0.05%
4,185
+8
187
$171K 0.05%
695
188
$171K 0.05%
824
189
$170K 0.05%
2,856
-55
190
$168K 0.05%
6,679
191
$165K 0.05%
14,877
-2,610
192
$164K 0.05%
1,101
+276
193
$164K 0.05%
1,871
-211
194
$161K 0.05%
4,605
-310
195
$161K 0.05%
925
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196
$161K 0.05%
1,725
-30
197
$154K 0.05%
2,146
198
$153K 0.05%
1,843
+487
199
$151K 0.05%
3,855
-930
200
$150K 0.05%
8,301
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