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
$300M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$1.46M
3
+$472K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$472K
5
MAT icon
Mattel
MAT
+$463K

Top Sells

1
+$2.81M
2
+$2.08M
3
+$489K
4
VOD icon
Vodafone
VOD
+$351K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$291K

Sector Composition

1 Technology 14.64%
2 Financials 9.48%
3 Industrials 9.45%
4 Healthcare 8.01%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$48K 0.02%
391
302
$48K 0.02%
939
303
$47K 0.02%
2,613
304
$46K 0.02%
450
305
$46K 0.02%
340
306
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413
307
$46K 0.02%
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308
$45K 0.02%
200
309
$45K 0.02%
3,162
+14
310
$45K 0.02%
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311
$45K 0.02%
304
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312
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699
313
$44K 0.01%
285
314
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315
$43K 0.01%
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885
317
$42K 0.01%
880
318
$40K 0.01%
1,306
319
$40K 0.01%
421
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322
$39K 0.01%
300
323
$39K 0.01%
875
324
$38K 0.01%
637
325
$38K 0.01%
1,336
11 12
13
14 15