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
$304M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$872K
3
+$752K
4
TTM
Tata Motors Limited
TTM
+$737K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$640K

Top Sells

1
+$1.59M
2
+$1.28M
3
+$1.05M
4
TD icon
Toronto Dominion Bank
TD
+$1M
5
CSCO icon
Cisco
CSCO
+$786K

Sector Composition

1 Technology 14.3%
2 Industrials 8.6%
3 Healthcare 8.3%
4 Financials 7.63%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$59K 0.02%
933
277
$59K 0.02%
466
278
$58K 0.02%
1,122
279
$57K 0.02%
565
-85
280
$57K 0.02%
692
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281
$57K 0.02%
1,174
282
$57K 0.02%
837
283
$57K 0.02%
1,332
-18
284
$56K 0.02%
536
-403
285
$56K 0.02%
780
286
$56K 0.02%
1,720
287
$55K 0.02%
500
288
$54K 0.02%
962
+85
289
$54K 0.02%
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290
$53K 0.02%
1,050
291
$53K 0.02%
787
-4,579
292
$52K 0.02%
+840
293
$51K 0.02%
1,147
294
$51K 0.02%
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295
$51K 0.02%
991
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296
$51K 0.02%
500
297
$51K 0.02%
353
-9
298
$50K 0.02%
1,653
299
$48K 0.02%
340
300
$48K 0.02%
200
10 11
12
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