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
$387M
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$1.13M
3
+$732K
4
TSM icon
TSMC
TSM
+$649K
5
HON icon
Honeywell
HON
+$500K

Top Sells

1
+$418K
2
+$342K
3
+$342K
4
VZ icon
Verizon
VZ
+$302K
5
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$282K

Sector Composition

1 Technology 10.9%
2 Healthcare 8%
3 Financials 7.21%
4 Consumer Staples 4.23%
5 Communication Services 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$35K 0.01%
2,647
327
$35K 0.01%
188
328
$34K 0.01%
395
329
$34K 0.01%
208
+173
330
$34K 0.01%
125
+60
331
$33K 0.01%
1,359
332
$33K 0.01%
366
333
$33K 0.01%
4,521
334
$33K 0.01%
2,057
-1,232
335
$32K 0.01%
+429
336
$32K 0.01%
2,819
337
$31K 0.01%
699
338
$31K 0.01%
5,976
-2,850
339
$30K 0.01%
110
-7
340
$30K 0.01%
1,870
341
$30K 0.01%
683
-78
342
$29K 0.01%
640
343
$29K 0.01%
605
344
$29K 0.01%
171
+1
345
$28K 0.01%
938
346
$28K 0.01%
123
347
$28K 0.01%
452
-35
348
$27K 0.01%
1,331
349
$27K 0.01%
100
350
$27K 0.01%
350
12 13
14
15 16