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
$237M
AUM Growth
+$3.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$1.83M
3
+$1.08M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$484K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$370K

Top Sells

1
+$1.77M
2
+$565K
3
+$298K
4
CSCO icon
Cisco
CSCO
+$243K
5
PRXL
Parexel International Corp
PRXL
+$192K

Sector Composition

1 Technology 15.56%
2 Financials 10.8%
3 Healthcare 10.59%
4 Energy 7.83%
5 Communication Services 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$35K 0.01%
2,838
-3,755
277
$35K 0.01%
934
278
$34K 0.01%
1,038
279
$34K 0.01%
1,200
280
$34K 0.01%
918
-21
281
$34K 0.01%
355
282
$34K 0.01%
3,035
283
$33K 0.01%
600
284
$33K 0.01%
1,300
+300
285
$33K 0.01%
1,035
286
$32K 0.01%
740
287
$31K 0.01%
200
288
$31K 0.01%
588
+4
289
$31K 0.01%
384
+2
290
$30K 0.01%
515
291
$30K 0.01%
585
292
$30K 0.01%
2,190
293
$30K 0.01%
640
294
$30K 0.01%
320
295
$29K 0.01%
250
296
$29K 0.01%
285
297
$28K 0.01%
800
298
$27K 0.01%
740
299
$26K 0.01%
400
300
$26K 0.01%
450
10 11
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