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
$212M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$955K
3
+$637K
4
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$386K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$380K

Top Sells

1
+$1.4M
2
+$1.28M
3
+$1.23M
4
XOM icon
Exxon Mobil
XOM
+$628K
5
GE icon
GE Aerospace
GE
+$521K

Sector Composition

1 Technology 15.86%
2 Financials 11.48%
3 Healthcare 11.04%
4 Energy 10.08%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$72K 0.03%
774
227
$71K 0.03%
2,830
228
$69K 0.03%
575
229
$68K 0.03%
817
230
$68K 0.03%
1,190
231
$67K 0.03%
955
+91
232
$63K 0.03%
1,140
233
$61K 0.03%
929
-70
234
$61K 0.03%
4,760
+1,600
235
$60K 0.03%
2,020
-330
236
$60K 0.03%
5,385
237
$58K 0.03%
3,050
-600
238
$54K 0.03%
675
239
$54K 0.03%
1,064
240
$53K 0.03%
933
241
$52K 0.02%
650
242
$52K 0.02%
743
243
$51K 0.02%
3,310
244
$51K 0.02%
2,850
-1,000
245
$50K 0.02%
2,890
246
$50K 0.02%
562
-5,400
247
$49K 0.02%
375
248
$48K 0.02%
497
249
$47K 0.02%
3,887
250
$47K 0.02%
250
8 9
10
11 12