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
$387M
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$1.13M
3
+$732K
4
TSM icon
TSMC
TSM
+$649K
5
HON icon
Honeywell
HON
+$500K

Top Sells

1
+$418K
2
+$342K
3
+$342K
4
VZ icon
Verizon
VZ
+$302K
5
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$282K

Sector Composition

1 Technology 10.9%
2 Healthcare 8%
3 Financials 7.21%
4 Consumer Staples 4.23%
5 Communication Services 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$80K 0.02%
3,576
-24
252
$76K 0.02%
2,537
+2,349
253
$75K 0.02%
248
-275
254
$75K 0.02%
3,159
255
$75K 0.02%
1,108
256
$75K 0.02%
901
-186
257
$75K 0.02%
1,226
-75
258
$75K 0.02%
+647
259
$74K 0.02%
18,664
-5,500
260
$73K 0.02%
894
261
$73K 0.02%
1,729
-625
262
$71K 0.02%
902
263
$69K 0.02%
12,881
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264
$67K 0.02%
724
265
$66K 0.02%
+1,710
266
$64K 0.02%
1,670
-143
267
$64K 0.02%
1,010
-206
268
$64K 0.02%
+1,059
269
$63K 0.02%
715
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270
$63K 0.02%
+496
271
$63K 0.02%
+2,088
272
$62K 0.02%
585
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273
$61K 0.02%
801
-137
274
$60K 0.02%
194
275
$60K 0.02%
128
+21
9 10
11
12 13