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
$304M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$872K
3
+$752K
4
TTM
Tata Motors Limited
TTM
+$737K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$640K

Top Sells

1
+$1.59M
2
+$1.28M
3
+$1.05M
4
TD icon
Toronto Dominion Bank
TD
+$1M
5
CSCO icon
Cisco
CSCO
+$786K

Sector Composition

1 Technology 14.3%
2 Industrials 8.6%
3 Healthcare 8.3%
4 Financials 7.63%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$105K 0.03%
3,830
+846
227
$104K 0.03%
1,611
+97
228
$100K 0.03%
2,830
229
$99K 0.03%
1,317
+50
230
$99K 0.03%
2,568
-364
231
$98K 0.03%
948
232
$98K 0.03%
1,844
233
$97K 0.03%
14,144
-2,762
234
$97K 0.03%
4,285
-655
235
$96K 0.03%
496
-58
236
$95K 0.03%
1,030
-500
237
$92K 0.03%
612
238
$92K 0.03%
1,030
239
$91K 0.03%
932
240
$90K 0.03%
575
241
$90K 0.03%
3,691
-1,656
242
$87K 0.03%
2,140
243
$87K 0.03%
4,075
244
$86K 0.03%
445
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245
$86K 0.03%
547
246
$86K 0.03%
1,930
+532
247
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1,500
248
$86K 0.03%
1,602
-600
249
$86K 0.03%
+2,892
250
$83K 0.03%
1,866
8 9
10
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