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
$212M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$955K
3
+$637K
4
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$386K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$380K

Top Sells

1
+$1.4M
2
+$1.28M
3
+$1.23M
4
XOM icon
Exxon Mobil
XOM
+$628K
5
GE icon
GE Aerospace
GE
+$521K

Sector Composition

1 Technology 15.86%
2 Financials 11.48%
3 Healthcare 11.04%
4 Energy 10.08%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$11K 0.01%
250
352
$11K 0.01%
335
353
$11K 0.01%
770
354
$10K ﹤0.01%
750
355
$10K ﹤0.01%
171
356
$10K ﹤0.01%
1,000
357
$9K ﹤0.01%
1,624
358
$9K ﹤0.01%
170
359
$9K ﹤0.01%
390
360
$8K ﹤0.01%
114
361
$8K ﹤0.01%
470
-280
362
$8K ﹤0.01%
400
-450
363
$8K ﹤0.01%
79
364
$8K ﹤0.01%
101
-70
365
$8K ﹤0.01%
150
366
$7K ﹤0.01%
80
-6
367
$7K ﹤0.01%
250
368
$7K ﹤0.01%
900
369
$6K ﹤0.01%
200
370
$6K ﹤0.01%
195
371
$6K ﹤0.01%
100
372
$6K ﹤0.01%
759
373
$6K ﹤0.01%
285
374
$5K ﹤0.01%
91
375
$5K ﹤0.01%
50
13 14
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