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
$237M
AUM Growth
+$3.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$1.83M
3
+$1.08M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$484K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$370K

Top Sells

1
+$1.77M
2
+$565K
3
+$298K
4
CSCO icon
Cisco
CSCO
+$243K
5
PRXL
Parexel International Corp
PRXL
+$192K

Sector Composition

1 Technology 15.56%
2 Financials 10.8%
3 Healthcare 10.59%
4 Energy 7.83%
5 Communication Services 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$26K 0.01%
262
-53
302
$25K 0.01%
100
303
$25K 0.01%
300
304
$25K 0.01%
500
-215
305
$25K 0.01%
418
+120
306
$25K 0.01%
1,115
307
$25K 0.01%
200
308
$25K 0.01%
+290
309
$24K 0.01%
3,675
-745
310
$23K 0.01%
200
311
$23K 0.01%
+900
312
$23K 0.01%
414
313
$23K 0.01%
500
314
$23K 0.01%
400
315
$23K 0.01%
1,000
316
$22K 0.01%
6,170
317
$22K 0.01%
200
318
$22K 0.01%
700
319
$21K 0.01%
300
320
$21K 0.01%
879
321
$21K 0.01%
200
322
$21K 0.01%
1,342
-1,662
323
$20K 0.01%
516
324
$20K 0.01%
749
+9
325
$19K 0.01%
370
+200
11 12
13
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