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
$212M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$955K
3
+$637K
4
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$386K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$380K

Top Sells

1
+$1.4M
2
+$1.28M
3
+$1.23M
4
XOM icon
Exxon Mobil
XOM
+$628K
5
GE icon
GE Aerospace
GE
+$521K

Sector Composition

1 Technology 15.86%
2 Financials 11.48%
3 Healthcare 11.04%
4 Energy 10.08%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5K ﹤0.01%
116
377
$5K ﹤0.01%
383
378
$5K ﹤0.01%
262
379
$5K ﹤0.01%
66
380
$4K ﹤0.01%
240
381
$4K ﹤0.01%
75
382
$4K ﹤0.01%
320
383
$4K ﹤0.01%
136
-623
384
$4K ﹤0.01%
+180
385
$4K ﹤0.01%
130
386
$3K ﹤0.01%
370
387
$3K ﹤0.01%
78
388
$3K ﹤0.01%
23
389
$3K ﹤0.01%
+130
390
– –
0
391
$3K ﹤0.01%
38
392
$3K ﹤0.01%
150
393
$3K ﹤0.01%
300
394
$2K ﹤0.01%
54
395
$2K ﹤0.01%
350
396
$2K ﹤0.01%
34
397
$2K ﹤0.01%
75
398
$2K ﹤0.01%
151
399
$2K ﹤0.01%
400
400
$2K ﹤0.01%
100
13 14 15
16
17