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
326
$34K 0.01%
145
327
$34K 0.01%
386
328
$33K 0.01%
534
329
$33K 0.01%
1,151
-208
330
$33K 0.01%
70
331
$32K 0.01%
242
332
$32K 0.01%
613
333
$31K ﹤0.01%
475
334
$31K ﹤0.01%
1,952
335
$31K ﹤0.01%
119
336
$30K ﹤0.01%
312
337
$29K ﹤0.01%
200
338
$29K ﹤0.01%
200
339
$28K ﹤0.01%
364
340
$27K ﹤0.01%
617
341
$27K ﹤0.01%
43
342
$26K ﹤0.01%
145
343
$25K ﹤0.01%
140
344
$25K ﹤0.01%
151
345
$24K ﹤0.01%
106
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346
$24K ﹤0.01%
576
347
$23K ﹤0.01%
+158
348
$23K ﹤0.01%
1,331
-1
349
$22K ﹤0.01%
611
-7,278
350
$22K ﹤0.01%
328
12 13
14
15 16