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
$320M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$2.3M
3
+$1.96M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.92M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.21M

Top Sells

1
+$2.15M
2
+$1.48M
3
+$297K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$214K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$202K

Sector Composition

1 Technology 13.87%
2 Healthcare 8.85%
3 Industrials 8.19%
4 Financials 7.17%
5 Communication Services 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$75K 0.02%
2,775
-110
252
$75K 0.02%
720
253
$74K 0.02%
829
254
$72K 0.02%
450
255
$71K 0.02%
1,750
256
$69K 0.02%
1,475
257
$68K 0.02%
339
258
$67K 0.02%
1,174
259
$66K 0.02%
470
260
$65K 0.02%
4,055
261
$65K 0.02%
3,500
262
$64K 0.02%
402
+141
263
$64K 0.02%
3,603
-57
264
$64K 0.02%
2,098
265
$64K 0.02%
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266
$63K 0.02%
933
267
$62K 0.02%
466
268
$61K 0.02%
1,720
269
$61K 0.02%
780
270
$61K 0.02%
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271
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272
$60K 0.02%
1,403
273
$60K 0.02%
692
274
$58K 0.02%
1,313
-19
275
$57K 0.02%
2,525
-1,550
9 10
11
12 13