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
$387M
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$1.13M
3
+$732K
4
TSM icon
TSMC
TSM
+$649K
5
HON icon
Honeywell
HON
+$500K

Top Sells

1
+$418K
2
+$342K
3
+$342K
4
VZ icon
Verizon
VZ
+$302K
5
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$282K

Sector Composition

1 Technology 10.9%
2 Healthcare 8%
3 Financials 7.21%
4 Consumer Staples 4.23%
5 Communication Services 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$60K 0.02%
417
277
$59K 0.02%
+3,153
278
$59K 0.02%
154
-17
279
$59K 0.02%
1,947
280
$59K 0.02%
3,600
281
$58K 0.02%
892
282
$57K 0.01%
663
+110
283
$57K 0.01%
726
284
$56K 0.01%
890
285
$55K 0.01%
674
+461
286
$54K 0.01%
440
287
$54K 0.01%
362
+113
288
$54K 0.01%
264
289
$53K 0.01%
896
+621
290
$53K 0.01%
575
291
$52K 0.01%
1,080
292
$51K 0.01%
1,764
+1,464
293
$50K 0.01%
1,250
294
$50K 0.01%
1,196
295
$50K 0.01%
245
-50
296
$49K 0.01%
435
+165
297
$48K 0.01%
720
+4
298
$48K 0.01%
3,529
299
$48K 0.01%
157
-65
300
$47K 0.01%
177
+168
10 11
12
13 14