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
$304M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$872K
3
+$752K
4
TTM
Tata Motors Limited
TTM
+$737K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$640K

Top Sells

1
+$1.59M
2
+$1.28M
3
+$1.05M
4
TD icon
Toronto Dominion Bank
TD
+$1M
5
CSCO icon
Cisco
CSCO
+$786K

Sector Composition

1 Technology 14.3%
2 Industrials 8.6%
3 Healthcare 8.3%
4 Financials 7.63%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$48K 0.02%
1,080
302
$48K 0.02%
410
303
$47K 0.02%
3,192
+14
304
$47K 0.02%
304
305
$46K 0.02%
413
306
$46K 0.02%
335
307
$44K 0.01%
3,500
308
$43K 0.01%
1,746
309
$43K 0.01%
391
-676
310
$42K 0.01%
2,366
311
$41K 0.01%
1,336
312
$41K 0.01%
702
313
$41K 0.01%
421
314
$41K 0.01%
1,200
315
$40K 0.01%
471
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316
$40K 0.01%
628
317
$40K 0.01%
500
318
$40K 0.01%
593
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319
$39K 0.01%
+1,121
320
$39K 0.01%
575
321
$39K 0.01%
242
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$39K 0.01%
300
323
$38K 0.01%
859
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324
$38K 0.01%
612
325
$38K 0.01%
241
11 12
13
14 15