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
$212M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$955K
3
+$637K
4
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$386K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$380K

Top Sells

1
+$1.4M
2
+$1.28M
3
+$1.23M
4
XOM icon
Exxon Mobil
XOM
+$628K
5
GE icon
GE Aerospace
GE
+$521K

Sector Composition

1 Technology 15.86%
2 Financials 11.48%
3 Healthcare 11.04%
4 Energy 10.08%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$47K 0.02%
4,100
252
$47K 0.02%
4,000
253
$45K 0.02%
4,659
254
$45K 0.02%
1,035
255
$45K 0.02%
908
-510
256
$45K 0.02%
766
257
$42K 0.02%
1,200
258
$41K 0.02%
1,053
259
$41K 0.02%
939
260
$40K 0.02%
4,270
261
$40K 0.02%
1,223
262
$39K 0.02%
744
263
$39K 0.02%
1,147
264
$39K 0.02%
401
265
$38K 0.02%
600
266
$37K 0.02%
795
267
$37K 0.02%
399
-498
268
$35K 0.02%
600
269
$35K 0.02%
3,001
270
$35K 0.02%
586
271
$34K 0.02%
702
272
$32K 0.02%
1,035
273
$32K 0.02%
933
274
$31K 0.01%
878
275
$31K 0.01%
1,200
9 10
11
12 13