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
$212M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$955K
3
+$637K
4
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$386K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$380K

Top Sells

1
+$1.4M
2
+$1.28M
3
+$1.23M
4
XOM icon
Exxon Mobil
XOM
+$628K
5
GE icon
GE Aerospace
GE
+$521K

Sector Composition

1 Technology 15.86%
2 Financials 11.48%
3 Healthcare 11.04%
4 Energy 10.08%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$30K 0.01%
1,200
277
$30K 0.01%
1,275
278
$30K 0.01%
1,805
279
$30K 0.01%
585
+125
280
$29K 0.01%
640
281
$29K 0.01%
740
282
$29K 0.01%
285
283
$28K 0.01%
900
284
$28K 0.01%
315
-45
285
$27K 0.01%
286
286
$27K 0.01%
1,000
287
$26K 0.01%
223
288
$26K 0.01%
1,000
289
$26K 0.01%
1,356
290
$26K 0.01%
250
291
$25K 0.01%
500
292
$25K 0.01%
340
293
$24K 0.01%
300
-133
294
$24K 0.01%
800
295
$23K 0.01%
345
296
$22K 0.01%
700
297
$22K 0.01%
400
298
$21K 0.01%
396
299
$21K 0.01%
1,653
300
$21K 0.01%
879
10 11
12
13 14