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
$630M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.18M
3
+$803K
4
IQV icon
IQVIA
IQV
+$676K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$622K

Top Sells

1
+$704K
2
+$573K
3
+$510K
4
EMR icon
Emerson Electric
EMR
+$486K
5
MSFT icon
Microsoft
MSFT
+$468K

Sector Composition

1 Technology 12.72%
2 Healthcare 5.98%
3 Financials 5.4%
4 Consumer Staples 3.39%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$22K ﹤0.01%
+1,200
352
$22K ﹤0.01%
120
353
$22K ﹤0.01%
385
-75
354
$21K ﹤0.01%
150
355
$21K ﹤0.01%
5
356
$21K ﹤0.01%
453
357
$21K ﹤0.01%
318
358
$21K ﹤0.01%
103
359
$20K ﹤0.01%
333
360
$20K ﹤0.01%
244
-125
361
$20K ﹤0.01%
3,757
-393
362
$20K ﹤0.01%
640
363
$20K ﹤0.01%
300
364
$20K ﹤0.01%
412
-260
365
$20K ﹤0.01%
471
366
$19K ﹤0.01%
+394
367
$19K ﹤0.01%
326
368
$19K ﹤0.01%
510
369
$19K ﹤0.01%
234
370
$19K ﹤0.01%
353
371
$19K ﹤0.01%
108
372
$18K ﹤0.01%
150
373
$18K ﹤0.01%
150
374
$17K ﹤0.01%
1,300
375
$16K ﹤0.01%
100
13 14
15
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