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
$212M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$955K
3
+$637K
4
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$386K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$380K

Top Sells

1
+$1.4M
2
+$1.28M
3
+$1.23M
4
XOM icon
Exxon Mobil
XOM
+$628K
5
GE icon
GE Aerospace
GE
+$521K

Sector Composition

1 Technology 15.86%
2 Financials 11.48%
3 Healthcare 11.04%
4 Energy 10.08%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$21K 0.01%
500
302
$21K 0.01%
414
303
$21K 0.01%
460
304
$20K 0.01%
200
305
$20K 0.01%
1,100
306
$20K 0.01%
450
307
$20K 0.01%
394
+312
308
$19K 0.01%
450
-50
309
$19K 0.01%
500
310
$19K 0.01%
100
311
$18K 0.01%
200
312
$18K 0.01%
750
313
$18K 0.01%
520
314
$17K 0.01%
516
315
$17K 0.01%
284
316
$17K 0.01%
183
317
$16K 0.01%
1,327
318
$16K 0.01%
298
319
$16K 0.01%
+1,290
320
$16K 0.01%
300
321
$16K 0.01%
1,245
322
$15K 0.01%
400
323
$15K 0.01%
140
324
$15K 0.01%
420
325
$14K 0.01%
200
11 12
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