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
$387M
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1 +$4.24M
2 +$1.13M
3 +$732K
4
TSM icon
TSMC
TSM
+$649K
5
HON icon
Honeywell
HON
+$500K

Top Sells

1 +$418K
2 +$342K
3 +$342K
4
VZ icon
Verizon
VZ
+$302K
5
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$282K

Sector Composition

1 Technology 10.9%
2 Healthcare 8%
3 Financials 7.21%
4 Consumer Staples 4.23%
5 Communication Services 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
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202
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$27K 0.01%
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$27K 0.01%
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$27K 0.01%
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357
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358
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192
-9