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
$237M
AUM Growth
+$3.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$1.83M
3
+$1.08M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$484K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$370K

Top Sells

1
+$1.77M
2
+$565K
3
+$298K
4
CSCO icon
Cisco
CSCO
+$243K
5
PRXL
Parexel International Corp
PRXL
+$192K

Sector Composition

1 Technology 15.56%
2 Financials 10.8%
3 Healthcare 10.59%
4 Energy 7.83%
5 Communication Services 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$47K 0.02%
1,200
252
$46K 0.02%
3,887
253
$46K 0.02%
565
-565
254
$46K 0.02%
3,504
255
$46K 0.02%
811
256
$46K 0.02%
2,895
257
$45K 0.02%
399
258
$45K 0.02%
375
259
$44K 0.02%
1,620
-185
260
$43K 0.02%
875
-275
261
$43K 0.02%
1,035
262
$43K 0.02%
465
-55
263
$42K 0.02%
744
264
$42K 0.02%
4,270
265
$41K 0.02%
606
+2
266
$39K 0.02%
795
267
$39K 0.02%
723
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268
$38K 0.02%
680
-420
269
$38K 0.02%
460
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270
$38K 0.02%
755
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271
$38K 0.02%
702
272
$38K 0.02%
3,603
273
$37K 0.02%
562
274
$37K 0.02%
7,450
-325
275
$35K 0.01%
878
9 10
11
12 13