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
$237M
AUM Growth
+$3.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$1.83M
3
+$1.08M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$484K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$370K

Top Sells

1
+$1.77M
2
+$565K
3
+$298K
4
CSCO icon
Cisco
CSCO
+$243K
5
PRXL
Parexel International Corp
PRXL
+$192K

Sector Composition

1 Technology 15.56%
2 Financials 10.8%
3 Healthcare 10.59%
4 Energy 7.83%
5 Communication Services 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$72K 0.03%
2,050
227
$72K 0.03%
600
-50
228
$69K 0.03%
5,126
+2,872
229
$68K 0.03%
575
230
$68K 0.03%
1,375
-105
231
$68K 0.03%
5,867
232
$67K 0.03%
3,670
+20
233
$67K 0.03%
339
234
$66K 0.03%
1,710
235
$66K 0.03%
2,270
236
$64K 0.03%
1,950
-150
237
$62K 0.03%
449
238
$59K 0.02%
777
239
$58K 0.02%
933
240
$58K 0.02%
2,850
241
$57K 0.02%
2,145
-1,800
242
$57K 0.02%
5,154
243
$56K 0.02%
1,140
244
$55K 0.02%
510
245
$54K 0.02%
3,803
246
$52K 0.02%
250
247
$51K 0.02%
497
248
$51K 0.02%
1,064
249
$47K 0.02%
1,147
250
$47K 0.02%
954
+101
8 9
10
11 12