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
326
$19K 0.01%
450
327
$19K 0.01%
+1,890
328
$19K 0.01%
550
-125
329
$18K 0.01%
328
330
$18K 0.01%
2,200
331
$18K 0.01%
450
332
$17K 0.01%
520
333
$17K 0.01%
420
-1,429
334
$17K 0.01%
140
335
$17K 0.01%
273
336
$17K 0.01%
554
337
$17K 0.01%
1,017
338
$16K 0.01%
335
339
$16K 0.01%
300
340
$16K 0.01%
250
341
$15K 0.01%
1,245
342
$15K 0.01%
136
-106
343
$15K 0.01%
300
344
$14K 0.01%
214
345
$14K 0.01%
450
+250
346
$14K 0.01%
523
347
$14K 0.01%
531
348
$14K 0.01%
349
349
$13K 0.01%
116
350
$13K 0.01%
202
+1
12 13
14
15 16