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
$300M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$1.46M
3
+$472K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$472K
5
MAT icon
Mattel
MAT
+$463K

Top Sells

1
+$2.81M
2
+$2.08M
3
+$489K
4
VOD icon
Vodafone
VOD
+$351K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$291K

Sector Composition

1 Technology 14.64%
2 Financials 9.48%
3 Industrials 9.45%
4 Healthcare 8.01%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$30K 0.01%
285
352
$29K 0.01%
400
353
$29K 0.01%
230
354
$29K 0.01%
268
355
$28K 0.01%
2,005
356
$28K 0.01%
1,422
357
$28K 0.01%
565
358
$28K 0.01%
328
359
$27K 0.01%
420
360
$26K 0.01%
312
361
$26K 0.01%
164
362
$26K 0.01%
5,400
363
$26K 0.01%
120
364
$24K 0.01%
353
365
$24K 0.01%
290
366
$24K 0.01%
250
367
$24K 0.01%
450
368
$24K 0.01%
688
369
$24K 0.01%
400
370
$24K 0.01%
425
371
$23K 0.01%
1,391
372
$23K 0.01%
494
373
$23K 0.01%
250
374
$23K 0.01%
200
375
$23K 0.01%
100
13 14
15
16 17