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
$300M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$1.46M
3
+$472K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$472K
5
MAT icon
Mattel
MAT
+$463K

Top Sells

1
+$2.81M
2
+$2.08M
3
+$489K
4
VOD icon
Vodafone
VOD
+$351K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$291K

Sector Composition

1 Technology 14.64%
2 Financials 9.48%
3 Industrials 9.45%
4 Healthcare 8.01%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$79K 0.03%
1,968
252
$79K 0.03%
1,374
253
$79K 0.03%
+905
254
$79K 0.03%
3,044
+2,444
255
$78K 0.03%
1,648
256
$77K 0.03%
972
257
$77K 0.03%
1,198
-32
258
$77K 0.03%
2,772
+222
259
$73K 0.02%
720
260
$71K 0.02%
425
261
$71K 0.02%
339
262
$69K 0.02%
4,075
263
$69K 0.02%
3,010
264
$68K 0.02%
466
265
$68K 0.02%
816
266
$68K 0.02%
1,015
267
$67K 0.02%
+6,640
268
$66K 0.02%
920
269
$65K 0.02%
1,403
270
$64K 0.02%
+1,000
271
$63K 0.02%
600
272
$63K 0.02%
700
273
$62K 0.02%
3,660
274
$60K 0.02%
1,156
+356
275
$59K 0.02%
1,122
9 10
11
12 13