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
$349M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.81M
3
+$1.63M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.49M
5
WPP icon
WPP
WPP
+$702K

Top Sells

1
+$2.3M
2
+$491K
3
+$388K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$350K
5
IBM icon
IBM
IBM
+$329K

Sector Composition

1 Technology 13.29%
2 Healthcare 8.39%
3 Financials 6.8%
4 Industrials 5.83%
5 Communication Services 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$75K 0.02%
837
252
$74K 0.02%
1,296
-90
253
$74K 0.02%
618
254
$73K 0.02%
450
255
$72K 0.02%
339
256
$71K 0.02%
6,640
257
$70K 0.02%
933
258
$69K 0.02%
1,498
-1,810
259
$68K 0.02%
2,690
+15
260
$68K 0.02%
1,792
-1,358
261
$67K 0.02%
3,893
-1,069
262
$67K 0.02%
787
+500
263
$66K 0.02%
2,036
264
$65K 0.02%
1,498
+370
265
$64K 0.02%
500
266
$64K 0.02%
+300
267
$64K 0.02%
825
268
$63K 0.02%
1,080
269
$62K 0.02%
1,050
270
$61K 0.02%
315
271
$61K 0.02%
4,087
-880
272
$61K 0.02%
334
273
$60K 0.02%
3,766
-1,044
274
$58K 0.02%
2,372
+157
275
$58K 0.02%
500
9 10
11
12 13