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
$630M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.18M
3
+$803K
4
IQV icon
IQVIA
IQV
+$676K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$622K

Top Sells

1
+$704K
2
+$573K
3
+$510K
4
EMR icon
Emerson Electric
EMR
+$486K
5
MSFT icon
Microsoft
MSFT
+$468K

Sector Composition

1 Technology 12.72%
2 Healthcare 5.98%
3 Financials 5.4%
4 Consumer Staples 3.39%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$86K 0.01%
3,386
+36
252
$85K 0.01%
227
253
$85K 0.01%
3,018
-594
254
$81K 0.01%
470
-180
255
$80K 0.01%
417
256
$80K 0.01%
1,537
257
$80K 0.01%
136
258
$79K 0.01%
2,022
-12
259
$79K 0.01%
5,798
-270
260
$78K 0.01%
426
261
$77K 0.01%
16,664
262
$77K 0.01%
1,425
263
$76K 0.01%
2,424
264
$76K 0.01%
1,764
265
$75K 0.01%
865
266
$74K 0.01%
628
267
$74K 0.01%
850
+4
268
$73K 0.01%
2,278
-378
269
$72K 0.01%
260
270
$72K 0.01%
625
-115
271
$71K 0.01%
1,607
+205
272
$71K 0.01%
752
-85
273
$70K 0.01%
4,300
+700
274
$70K 0.01%
1,433
+240
275
$70K 0.01%
261
9 10
11
12 13