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
$639M
AUM Growth
+$9.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$2.73M
3
+$1.72M
4
MSFT icon
Microsoft
MSFT
+$1.57M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.37M

Top Sells

1
+$1.55M
2
+$1.18M
3
+$978K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$922K
5
QRVO icon
Qorvo
QRVO
+$223K

Sector Composition

1 Technology 13.57%
2 Financials 6.05%
3 Healthcare 5.68%
4 Consumer Staples 3.35%
5 Industrials 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$36K 0.01%
396
327
$36K 0.01%
1,289
-645
328
$36K 0.01%
4,233
-1,606
329
$35K 0.01%
263
+105
330
$35K 0.01%
163
331
$35K 0.01%
397
332
$34K 0.01%
1,051
333
$34K 0.01%
+309
334
$34K 0.01%
386
335
$33K 0.01%
+47
336
$32K 0.01%
+460
337
$31K ﹤0.01%
1,151
338
$31K ﹤0.01%
351
339
$30K ﹤0.01%
613
340
$29K ﹤0.01%
534
341
$29K ﹤0.01%
475
342
$29K ﹤0.01%
140
343
$28K ﹤0.01%
4,584
+827
344
$28K ﹤0.01%
+705
345
$28K ﹤0.01%
70
346
$27K ﹤0.01%
+6,000
347
$27K ﹤0.01%
242
348
$27K ﹤0.01%
43
349
$27K ﹤0.01%
+180
350
$27K ﹤0.01%
385
12 13
14
15 16