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
$221M
AUM Growth
+$874K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$898K
2
+$608K
3
+$589K
4
BLX icon
Foreign Trade Bank of Latin America
BLX
+$484K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$479K

Top Sells

1
+$2.81M
2
+$1.18M
3
+$1M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$460K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$458K

Sector Composition

1 Technology 15.99%
2 Healthcare 10.27%
3 Communication Services 9.62%
4 Financials 9.39%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$52K 0.02%
460
252
$52K 0.02%
391
-485
253
$51K 0.02%
670
254
$51K 0.02%
7,574
-423
255
$51K 0.02%
589
256
$51K 0.02%
2,930
-980
257
$50K 0.02%
1,064
258
$48K 0.02%
500
259
$48K 0.02%
1,950
260
$47K 0.02%
3,504
261
$46K 0.02%
1,200
262
$45K 0.02%
835
+1
263
$45K 0.02%
4,270
264
$45K 0.02%
5,569
-2,961
265
$44K 0.02%
565
266
$43K 0.02%
620
-150
267
$43K 0.02%
1,105
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268
$42K 0.02%
1,035
269
$41K 0.02%
640
270
$41K 0.02%
3,887
271
$41K 0.02%
399
272
$40K 0.02%
837
-310
273
$40K 0.02%
2,457
274
$37K 0.02%
600
275
$37K 0.02%
702
9 10
11
12 13