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
$237M
AUM Growth
+$3.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$1.83M
3
+$1.08M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$484K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$370K

Top Sells

1
+$1.77M
2
+$565K
3
+$298K
4
CSCO icon
Cisco
CSCO
+$243K
5
PRXL
Parexel International Corp
PRXL
+$192K

Sector Composition

1 Technology 15.56%
2 Financials 10.8%
3 Healthcare 10.59%
4 Energy 7.83%
5 Communication Services 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$13K 0.01%
175
352
$13K 0.01%
300
353
$13K 0.01%
150
354
$12K 0.01%
400
355
$12K 0.01%
710
356
$12K 0.01%
150
357
$12K 0.01%
770
358
$12K 0.01%
142
359
$11K ﹤0.01%
+100
360
$11K ﹤0.01%
121
361
$11K ﹤0.01%
750
362
$11K ﹤0.01%
417
363
$11K ﹤0.01%
750
364
$11K ﹤0.01%
202
365
$11K ﹤0.01%
500
366
$10K ﹤0.01%
646
367
$10K ﹤0.01%
250
368
$10K ﹤0.01%
171
369
$10K ﹤0.01%
250
370
$10K ﹤0.01%
+390
371
$9K ﹤0.01%
100
372
$9K ﹤0.01%
400
373
$9K ﹤0.01%
275
-243
374
$9K ﹤0.01%
+800
375
$9K ﹤0.01%
750
13 14
15
16 17