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
$630M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.18M
3
+$803K
4
IQV icon
IQVIA
IQV
+$676K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$622K

Top Sells

1
+$704K
2
+$573K
3
+$510K
4
EMR icon
Emerson Electric
EMR
+$486K
5
MSFT icon
Microsoft
MSFT
+$468K

Sector Composition

1 Technology 12.72%
2 Healthcare 5.98%
3 Financials 5.4%
4 Consumer Staples 3.39%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$70K 0.01%
5,839
+856
277
$70K 0.01%
499
278
$69K 0.01%
413
279
$67K 0.01%
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280
$64K 0.01%
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-153
281
$64K 0.01%
410
282
$64K 0.01%
600
-400
283
$62K 0.01%
485
284
$61K 0.01%
1,298
285
$61K 0.01%
302
286
$60K 0.01%
184
287
$59K 0.01%
268
288
$58K 0.01%
526
289
$57K 0.01%
1,493
-2,412
290
$57K 0.01%
107
291
$56K 0.01%
475
292
$56K 0.01%
478
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293
$55K 0.01%
438
294
$53K 0.01%
390
295
$53K 0.01%
896
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296
$53K 0.01%
390
297
$52K 0.01%
711
298
$51K 0.01%
3,505
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299
$50K 0.01%
620
300
$50K 0.01%
188
10 11
12
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