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
$208M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$949K
2
+$751K
3
+$500K
4
ACCO icon
Acco Brands
ACCO
+$484K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$484K

Top Sells

1
+$741K
2
+$446K
3
+$422K
4
MDT icon
Medtronic
MDT
+$374K
5
GE icon
GE Aerospace
GE
+$371K

Sector Composition

1 Technology 15.28%
2 Financials 11.55%
3 Healthcare 10.79%
4 Energy 10.47%
5 Industrials 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$94K 0.05%
6,440
-2,950
202
$92K 0.04%
10,725
203
$89K 0.04%
740
+85
204
$85K 0.04%
977
205
$84K 0.04%
2,505
-2,516
206
$81K 0.04%
980
-32
207
$81K 0.04%
897
+123
208
$80K 0.04%
2,078
209
$79K 0.04%
1,550
210
$76K 0.04%
2,350
-225
211
$75K 0.04%
825
212
$75K 0.04%
1,695
-5,330
213
$74K 0.04%
575
214
$74K 0.04%
687
-2,860
215
$73K 0.04%
774
216
$73K 0.04%
1,190
-300
217
$73K 0.04%
1,280
+330
218
$73K 0.04%
1,543
-75
219
$72K 0.03%
2,090
220
$72K 0.03%
1,500
221
$71K 0.03%
817
222
$70K 0.03%
1,300
223
$70K 0.03%
999
-800
224
$68K 0.03%
+750
225
$68K 0.03%
586
+90
7 8
9
10 11