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
$277M
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$6.38M
3
+$3.53M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.78M
5
BND icon
Vanguard Total Bond Market
BND
+$1.48M

Top Sells

1
+$4.87M
2
+$4.81M
3
+$2.08M
4
VOD icon
Vodafone
VOD
+$1.88M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.34M

Sector Composition

1 Technology 12.84%
2 Healthcare 9.32%
3 Industrials 6.83%
4 Financials 6.77%
5 Communication Services 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$118K 0.04%
1,426
202
$117K 0.04%
2,070
203
$113K 0.04%
858
-52
204
$113K 0.04%
1,755
205
$108K 0.04%
825
206
$108K 0.04%
1,836
207
$108K 0.04%
4,298
+264
208
$107K 0.04%
2,169
-742
209
$106K 0.04%
1,590
210
$104K 0.04%
777
-29
211
$103K 0.04%
682
-5
212
$98K 0.04%
3,387
+495
213
$97K 0.04%
2,830
214
$96K 0.03%
3,604
215
$96K 0.03%
1,829
216
$96K 0.03%
5,475
217
$94K 0.03%
1,030
218
$92K 0.03%
1,030
219
$91K 0.03%
1,420
220
$87K 0.03%
1,586
+320
221
$86K 0.03%
575
222
$85K 0.03%
380
223
$83K 0.03%
932
224
$80K 0.03%
1,504
225
$76K 0.03%
1,174
7 8
9
10 11