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
$221M
AUM Growth
+$874K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$898K
2
+$608K
3
+$589K
4
BLX icon
Foreign Trade Bank of Latin America
BLX
+$484K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$479K

Top Sells

1
+$2.81M
2
+$1.18M
3
+$1M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$460K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$458K

Sector Composition

1 Technology 15.99%
2 Healthcare 10.27%
3 Communication Services 9.62%
4 Financials 9.39%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$14K 0.01%
400
352
$14K 0.01%
750
353
$14K 0.01%
75
354
$14K 0.01%
935
-910
355
$14K 0.01%
308
356
$14K 0.01%
912
-627
357
$13K 0.01%
214
358
$13K 0.01%
250
-385
359
$13K 0.01%
100
360
$12K 0.01%
349
361
$12K 0.01%
550
362
$12K 0.01%
175
363
$12K 0.01%
306
364
$12K 0.01%
250
+48
365
$12K 0.01%
670
+300
366
$12K 0.01%
1,245
367
$11K 0.01%
+34
368
$11K 0.01%
800
369
$11K 0.01%
121
370
$11K 0.01%
250
371
$11K 0.01%
770
372
$11K 0.01%
1,035
373
$11K 0.01%
142
374
$11K 0.01%
100
375
$10K ﹤0.01%
400
13 14
15
16 17