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
$630M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.18M
3
+$803K
4
IQV icon
IQVIA
IQV
+$676K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$622K

Top Sells

1
+$704K
2
+$573K
3
+$510K
4
EMR icon
Emerson Electric
EMR
+$486K
5
MSFT icon
Microsoft
MSFT
+$468K

Sector Composition

1 Technology 12.72%
2 Healthcare 5.98%
3 Financials 5.4%
4 Consumer Staples 3.39%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$48K 0.01%
1,050
302
$47K 0.01%
1,767
-2,001
303
$46K 0.01%
2,000
304
$46K 0.01%
1,084
+26
305
$45K 0.01%
325
306
$45K 0.01%
454
307
$45K 0.01%
506
-116
308
$45K 0.01%
1,016
309
$44K 0.01%
607
+103
310
$43K 0.01%
498
311
$43K 0.01%
1,883
312
$43K 0.01%
545
-135
313
$42K 0.01%
163
314
$42K 0.01%
918
315
$41K 0.01%
1,051
316
$40K 0.01%
696
-56
317
$40K 0.01%
306
-60
318
$39K 0.01%
397
319
$37K 0.01%
809
320
$36K 0.01%
396
321
$36K 0.01%
163
-161
322
$35K 0.01%
73
323
$35K 0.01%
452
324
$35K 0.01%
179
325
$34K 0.01%
351
11 12
13
14 15