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
$335M
AUM Growth
-$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$401K
2
+$334K
3
+$311K
4
FSLR icon
First Solar
FSLR
+$281K
5
STX icon
Seagate
STX
+$271K

Top Sells

1
+$2.45M
2
+$1.95M
3
+$1.85M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.84M
5
VCEB icon
Vanguard ESG US Corporate Bond ETF
VCEB
+$1.72M

Sector Composition

1 Technology 12.52%
2 Healthcare 8%
3 Financials 5.42%
4 Communication Services 4.87%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$160K 0.05%
6,679
177
$159K 0.05%
3,385
-90
178
$155K 0.05%
351
+13
179
$154K 0.05%
513
-1,539
180
$153K 0.05%
1,980
+694
181
$149K 0.04%
3,270
182
$149K 0.04%
525
-76
183
$148K 0.04%
5,540
+1,728
184
$147K 0.04%
562
-61
185
$141K 0.04%
1,701
+163
186
$139K 0.04%
5,021
+570
187
$138K 0.04%
817
-21
188
$138K 0.04%
606
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189
$137K 0.04%
1,315
-6
190
$135K 0.04%
815
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191
$134K 0.04%
1,426
+110
192
$130K 0.04%
2,764
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193
$130K 0.04%
908
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194
$128K 0.04%
1,860
195
$126K 0.04%
1,501
-500
196
$125K 0.04%
12,416
+5,485
197
$125K 0.04%
2,450
-771
198
$124K 0.04%
3,154
+892
199
$123K 0.04%
1,228
+53
200
$114K 0.03%
2,830
6 7
8
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