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
326
$37K 0.01%
637
327
$37K 0.01%
334
328
$37K 0.01%
1,466
+160
329
$37K 0.01%
235
-180
330
$36K 0.01%
261
331
$36K 0.01%
880
332
$35K 0.01%
3,458
+15
333
$35K 0.01%
660
334
$34K 0.01%
539
335
$34K 0.01%
427
336
$34K 0.01%
450
337
$33K 0.01%
309
338
$33K 0.01%
992
339
$32K 0.01%
65
340
$32K 0.01%
148
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341
$32K 0.01%
570
-350
342
$31K 0.01%
530
343
$31K 0.01%
330
344
$30K 0.01%
363
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345
$30K 0.01%
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346
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279
347
$30K 0.01%
2,457
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348
$30K 0.01%
285
349
$29K 0.01%
328
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350
$29K 0.01%
120
12 13
14
15 16