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
$432M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.72M
3
+$1.55M
4
BND icon
Vanguard Total Bond Market
BND
+$1.05M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$863K

Top Sells

1
+$495K
2
+$444K
3
+$372K
4
WY icon
Weyerhaeuser
WY
+$325K
5
PBCT
People's United Financial Inc
PBCT
+$318K

Sector Composition

1 Technology 13.4%
2 Healthcare 7.35%
3 Financials 6.82%
4 Communication Services 5.27%
5 Industrials 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$212K 0.05%
9,610
-124
177
$210K 0.05%
2,001
178
$203K 0.05%
838
+21
179
$202K 0.05%
1,464
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180
$194K 0.04%
876
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181
$194K 0.04%
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-531
182
$193K 0.04%
7,958
+1,345
183
$186K 0.04%
3,255
-65
184
$186K 0.04%
6,691
-5,147
185
$183K 0.04%
962
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186
$183K 0.04%
623
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187
$182K 0.04%
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188
$180K 0.04%
2,052
189
$180K 0.04%
570
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190
$178K 0.04%
3,351
191
$175K 0.04%
3,047
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192
$174K 0.04%
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193
$171K 0.04%
14,847
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194
$168K 0.04%
601
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195
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3,221
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196
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3,270
197
$164K 0.04%
6,679
198
$160K 0.04%
1,746
+106
199
$157K 0.04%
3,025
200
$154K 0.04%
1,157
-729
6 7
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