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
$639M
AUM Growth
+$9.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$2.73M
3
+$1.72M
4
MSFT icon
Microsoft
MSFT
+$1.57M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.37M

Top Sells

1
+$1.55M
2
+$1.18M
3
+$978K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$922K
5
QRVO icon
Qorvo
QRVO
+$223K

Sector Composition

1 Technology 13.57%
2 Financials 6.05%
3 Healthcare 5.68%
4 Consumer Staples 3.35%
5 Industrials 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$26K ﹤0.01%
200
352
$26K ﹤0.01%
364
353
$26K ﹤0.01%
120
354
$26K ﹤0.01%
+62
355
$26K ﹤0.01%
119
356
$26K ﹤0.01%
312
357
$25K ﹤0.01%
200
358
$25K ﹤0.01%
5
359
$25K ﹤0.01%
623
+6
360
$25K ﹤0.01%
151
361
$25K ﹤0.01%
145
362
$24K ﹤0.01%
106
363
$24K ﹤0.01%
297
+168
364
$23K ﹤0.01%
244
365
$22K ﹤0.01%
+486
366
$21K ﹤0.01%
150
367
$21K ﹤0.01%
333
368
$21K ﹤0.01%
234
369
$20K ﹤0.01%
640
370
$19K ﹤0.01%
+250
371
$19K ﹤0.01%
171
+116
372
$19K ﹤0.01%
453
373
$19K ﹤0.01%
328
374
$19K ﹤0.01%
576
375
$19K ﹤0.01%
326
13 14
15
16 17