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
$221M
AUM Growth
+$874K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$898K
2
+$608K
3
+$589K
4
BLX icon
Foreign Trade Bank of Latin America
BLX
+$484K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$479K

Top Sells

1
+$2.81M
2
+$1.18M
3
+$1M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$460K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$458K

Sector Composition

1 Technology 15.99%
2 Healthcare 10.27%
3 Communication Services 9.62%
4 Financials 9.39%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$23K 0.01%
3,312
+18
302
$23K 0.01%
383
303
$23K 0.01%
414
304
$22K 0.01%
700
305
$22K 0.01%
879
306
$22K 0.01%
1,000
307
$21K 0.01%
200
308
$21K 0.01%
2,000
+900
309
$21K 0.01%
500
310
$20K 0.01%
590
-525
311
$20K 0.01%
516
312
$20K 0.01%
273
313
$20K 0.01%
450
314
$20K 0.01%
940
315
$20K 0.01%
510
316
$20K 0.01%
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317
$20K 0.01%
200
318
$19K 0.01%
250
319
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300
320
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415
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321
$19K 0.01%
450
322
$19K 0.01%
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$18K 0.01%
365
324
$18K 0.01%
1,342
325
$18K 0.01%
600
11 12
13
14 15