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
$221M
AUM Growth
+$874K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$898K
2
+$608K
3
+$589K
4
BLX icon
Foreign Trade Bank of Latin America
BLX
+$484K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$479K

Top Sells

1
+$2.81M
2
+$1.18M
3
+$1M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$460K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$458K

Sector Composition

1 Technology 15.99%
2 Healthcare 10.27%
3 Communication Services 9.62%
4 Financials 9.39%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$35K 0.02%
723
-18
277
$35K 0.02%
1,300
278
$34K 0.02%
295
279
$34K 0.02%
695
-100
280
$34K 0.02%
325
281
$33K 0.01%
400
282
$33K 0.01%
300
283
$33K 0.01%
421
284
$32K 0.01%
475
-25
285
$32K 0.01%
393
+2
286
$32K 0.01%
300
287
$30K 0.01%
624
+2
288
$30K 0.01%
410
289
$29K 0.01%
934
290
$28K 0.01%
200
291
$28K 0.01%
545
292
$28K 0.01%
515
293
$27K 0.01%
703
294
$26K 0.01%
1,023
295
$26K 0.01%
934
296
$25K 0.01%
290
297
$25K 0.01%
200
298
$25K 0.01%
450
299
$24K 0.01%
285
300
$24K 0.01%
328
10 11
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