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
$349M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.81M
3
+$1.63M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.49M
5
WPP icon
WPP
WPP
+$702K

Top Sells

1
+$2.3M
2
+$491K
3
+$388K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$350K
5
IBM icon
IBM
IBM
+$329K

Sector Composition

1 Technology 13.29%
2 Healthcare 8.39%
3 Financials 6.8%
4 Industrials 5.83%
5 Communication Services 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$185K 0.05%
789
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177
$181K 0.05%
2,856
178
$180K 0.05%
824
179
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$178K 0.05%
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181
$177K 0.05%
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182
$175K 0.05%
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183
$174K 0.05%
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184
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185
$170K 0.05%
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186
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817
187
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188
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189
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190
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191
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$153K 0.04%
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194
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195
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196
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197
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198
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199
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200
$137K 0.04%
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