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
$349M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.81M
3
+$1.63M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.49M
5
WPP icon
WPP
WPP
+$702K

Top Sells

1
+$2.3M
2
+$491K
3
+$388K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$350K
5
IBM icon
IBM
IBM
+$329K

Sector Composition

1 Technology 13.29%
2 Healthcare 8.39%
3 Financials 6.8%
4 Industrials 5.83%
5 Communication Services 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$103K 0.03%
3,655
227
$102K 0.03%
8,582
-1,560
228
$98K 0.03%
+5,320
229
$98K 0.03%
932
230
$96K 0.03%
3,645
231
$95K 0.03%
1,766
-100
232
$94K 0.03%
430
233
$93K 0.03%
5,475
234
$92K 0.03%
5,566
+40
235
$90K 0.03%
1,399
-658
236
$88K 0.03%
1,876
237
$88K 0.03%
2,321
-577
238
$87K 0.03%
924
239
$86K 0.02%
+300
240
$86K 0.02%
700
241
$85K 0.02%
23,545
-14,040
242
$82K 0.02%
2,240
243
$82K 0.02%
1,750
244
$81K 0.02%
1,602
245
$78K 0.02%
566
-16,708
246
$77K 0.02%
2,248
+326
247
$76K 0.02%
1,108
248
$76K 0.02%
3,159
249
$76K 0.02%
+800
250
$75K 0.02%
645
8 9
10
11 12