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
201
$113K 0.03%
450
-15
202
$113K 0.03%
358
+251
203
$112K 0.03%
966
204
$112K 0.03%
555
-15
205
$111K 0.03%
1,783
+125
206
$109K 0.03%
1,766
+14
207
$109K 0.03%
1,385
-361
208
$108K 0.03%
1,172
-17
209
$105K 0.03%
1,702
-7,708
210
$94K 0.03%
1,076
-3,727
211
$92K 0.03%
700
212
$85K 0.03%
2,344
+463
213
$85K 0.03%
3,165
+112
214
$84K 0.03%
800
-28
215
$83K 0.02%
300
216
$83K 0.02%
300
-100
217
$83K 0.02%
1,500
218
$83K 0.02%
6,997
+949
219
$82K 0.02%
27,705
+5,265
220
$82K 0.02%
1,053
-21,630
221
$81K 0.02%
1,747
-384
222
$80K 0.02%
2,170
-855
223
$80K 0.02%
480
+6
224
$79K 0.02%
1,789
-1,258
225
$77K 0.02%
3,114
-237
7 8
9
10 11