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
$639M
AUM Growth
+$9.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$2.73M
3
+$1.72M
4
MSFT icon
Microsoft
MSFT
+$1.57M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.37M

Top Sells

1
+$1.55M
2
+$1.18M
3
+$978K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$922K
5
QRVO icon
Qorvo
QRVO
+$223K

Sector Composition

1 Technology 13.57%
2 Financials 6.05%
3 Healthcare 5.68%
4 Consumer Staples 3.35%
5 Industrials 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$68K 0.01%
302
277
$67K 0.01%
499
278
$67K 0.01%
413
279
$66K 0.01%
623
+185
280
$66K 0.01%
136
281
$65K 0.01%
176
282
$64K 0.01%
272
+10
283
$63K 0.01%
275
+15
284
$63K 0.01%
184
285
$62K 0.01%
526
286
$61K 0.01%
625
287
$59K 0.01%
2,424
288
$59K 0.01%
2,753
-1,767
289
$58K 0.01%
478
290
$57K 0.01%
238
+93
291
$56K 0.01%
390
292
$56K 0.01%
710
-42
293
$56K 0.01%
746
+240
294
$55K 0.01%
+367
295
$55K 0.01%
410
296
$53K 0.01%
1,923
-1,095
297
$52K 0.01%
3,600
-700
298
$52K 0.01%
390
299
$51K 0.01%
896
300
$50K 0.01%
268
10 11
12
13 14