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
$320M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$2.3M
3
+$1.96M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.92M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.21M

Top Sells

1
+$2.15M
2
+$1.48M
3
+$297K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$214K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$202K

Sector Composition

1 Technology 13.87%
2 Healthcare 8.85%
3 Industrials 8.19%
4 Financials 7.17%
5 Communication Services 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$98K 0.03%
1,844
227
$96K 0.03%
1,500
228
$93K 0.03%
932
229
$93K 0.03%
380
230
$92K 0.03%
700
231
$91K 0.03%
1,504
-978
232
$90K 0.03%
14,144
233
$89K 0.03%
430
-15
234
$88K 0.03%
2,499
+1,378
235
$87K 0.03%
1,930
236
$84K 0.03%
1,266
+426
237
$84K 0.03%
972
238
$83K 0.03%
1,100
-545
239
$82K 0.03%
1,602
240
$82K 0.03%
3,691
241
$81K 0.03%
1,095
242
$80K 0.03%
1,866
243
$80K 0.03%
439
-32
244
$79K 0.02%
2,892
245
$78K 0.02%
3,159
246
$77K 0.02%
1,905
-1,075
247
$77K 0.02%
468
-28
248
$76K 0.02%
2,594
249
$75K 0.02%
3,346
250
$75K 0.02%
3,875
8 9
10
11 12