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
$630M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.18M
3
+$803K
4
IQV icon
IQVIA
IQV
+$676K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$622K

Top Sells

1
+$704K
2
+$573K
3
+$510K
4
EMR icon
Emerson Electric
EMR
+$486K
5
MSFT icon
Microsoft
MSFT
+$468K

Sector Composition

1 Technology 12.72%
2 Healthcare 5.98%
3 Financials 5.4%
4 Consumer Staples 3.39%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$120K 0.02%
1,071
227
$119K 0.02%
573
228
$118K 0.02%
152
-5
229
$117K 0.02%
397
230
$116K 0.02%
1,074
231
$115K 0.02%
1,108
232
$115K 0.02%
1,602
233
$115K 0.02%
702
234
$114K 0.02%
194
235
$112K 0.02%
2,084
+4
236
$108K 0.02%
1,059
237
$108K 0.02%
537
-89
238
$107K 0.02%
304
-88
239
$105K 0.02%
4,520
-512
240
$103K 0.02%
985
241
$103K 0.02%
902
242
$102K 0.02%
525
243
$101K 0.02%
1,710
244
$98K 0.02%
947
245
$95K 0.02%
1,459
246
$95K 0.02%
2,088
247
$94K 0.01%
2,378
248
$92K 0.01%
176
249
$91K 0.01%
877
250
$86K 0.01%
167
8 9
10
11 12