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
$304M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$872K
3
+$752K
4
TTM
Tata Motors Limited
TTM
+$737K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$640K

Top Sells

1
+$1.59M
2
+$1.28M
3
+$1.05M
4
TD icon
Toronto Dominion Bank
TD
+$1M
5
CSCO icon
Cisco
CSCO
+$786K

Sector Composition

1 Technology 14.3%
2 Industrials 8.6%
3 Healthcare 8.3%
4 Financials 7.63%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$81K 0.03%
965
+60
252
$81K 0.03%
700
253
$80K 0.03%
471
-37
254
$80K 0.03%
1,095
-368
255
$77K 0.03%
339
256
$74K 0.02%
720
-500
257
$74K 0.02%
3,875
258
$73K 0.02%
972
259
$73K 0.02%
2,594
260
$72K 0.02%
+2,885
261
$70K 0.02%
3,960
+279
262
$70K 0.02%
1,475
263
$68K 0.02%
816
264
$68K 0.02%
4,055
-4,472
265
$67K 0.02%
3,159
-22,149
266
$66K 0.02%
829
267
$66K 0.02%
1,750
268
$63K 0.02%
1,000
269
$62K 0.02%
380
+80
270
$61K 0.02%
450
271
$61K 0.02%
3,346
-3,975
272
$60K 0.02%
2,098
273
$60K 0.02%
3,660
274
$60K 0.02%
1,403
-1,200
275
$59K 0.02%
470
-215
9 10
11
12 13