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
$304M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$872K
3
+$752K
4
TTM
Tata Motors Limited
TTM
+$737K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$640K

Top Sells

1
+$1.59M
2
+$1.28M
3
+$1.05M
4
TD icon
Toronto Dominion Bank
TD
+$1M
5
CSCO icon
Cisco
CSCO
+$786K

Sector Composition

1 Technology 14.3%
2 Industrials 8.6%
3 Healthcare 8.3%
4 Financials 7.63%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$29K 0.01%
420
352
$29K 0.01%
328
353
$28K 0.01%
268
354
$28K 0.01%
563
-211
355
$28K 0.01%
432
356
$28K 0.01%
565
357
$27K 0.01%
360
-190
358
$26K 0.01%
129
-216
359
$26K 0.01%
503
360
$24K 0.01%
428
+46
361
$24K 0.01%
141
362
$24K 0.01%
425
-7,514
363
$23K 0.01%
290
364
$23K 0.01%
250
365
$23K 0.01%
250
366
$23K 0.01%
600
367
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215
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368
$23K 0.01%
120
369
$22K 0.01%
355
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370
$22K 0.01%
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371
$22K 0.01%
271
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372
$22K 0.01%
100
373
$22K 0.01%
460
374
$21K 0.01%
193
375
$21K 0.01%
300
13 14
15
16 17