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
$433M
AUM Growth
+$97.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$4.73M
3
+$3.72M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$3.57M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.21M

Top Sells

1
+$1.17M
2
+$1.09M
3
+$864K
4
TSM icon
TSMC
TSM
+$857K
5
MSFT icon
Microsoft
MSFT
+$798K

Sector Composition

1 Technology 12.4%
2 Healthcare 6.69%
3 Financials 6.29%
4 Communication Services 4.64%
5 Industrials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$186K 0.04%
3,533
+1,083
177
$186K 0.04%
1,501
178
$183K 0.04%
715
-29
179
$183K 0.04%
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-932
180
$182K 0.04%
1,348
+33
181
$181K 0.04%
849
-20
182
$181K 0.04%
876
-183
183
$180K 0.04%
3,270
184
$176K 0.04%
8,134
+6,872
185
$176K 0.04%
1,538
-163
186
$176K 0.04%
2,466
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187
$174K 0.04%
7,035
-3,148
188
$173K 0.04%
+2,326
189
$172K 0.04%
2,104
-1,825
190
$171K 0.04%
1,486
+1,291
191
$170K 0.04%
601
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192
$168K 0.04%
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193
$168K 0.04%
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194
$168K 0.04%
1,157
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195
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196
$166K 0.04%
6,679
197
$161K 0.04%
2,000
198
$161K 0.04%
2,968
+1,266
199
$159K 0.04%
3,025
+855
200
$159K 0.04%
570
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