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
$237M
AUM Growth
+$3.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$1.83M
3
+$1.08M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$484K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$370K

Top Sells

1
+$1.77M
2
+$565K
3
+$298K
4
CSCO icon
Cisco
CSCO
+$243K
5
PRXL
Parexel International Corp
PRXL
+$192K

Sector Composition

1 Technology 15.56%
2 Financials 10.8%
3 Healthcare 10.59%
4 Energy 7.83%
5 Communication Services 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$9K ﹤0.01%
600
377
$9K ﹤0.01%
465
378
$9K ﹤0.01%
120
379
$8K ﹤0.01%
133
-210
380
$8K ﹤0.01%
+204
381
$8K ﹤0.01%
+189
382
$8K ﹤0.01%
79
383
$8K ﹤0.01%
89
384
$8K ﹤0.01%
1,152
+8
385
$8K ﹤0.01%
+156
386
$8K ﹤0.01%
900
387
$8K ﹤0.01%
285
388
$7K ﹤0.01%
150
389
$7K ﹤0.01%
100
390
$7K ﹤0.01%
759
391
$7K ﹤0.01%
183
392
$6K ﹤0.01%
+28
393
$6K ﹤0.01%
116
-25
394
$6K ﹤0.01%
1,409
-5,786
395
$6K ﹤0.01%
50
396
$6K ﹤0.01%
250
397
$6K ﹤0.01%
116
398
$6K ﹤0.01%
110
399
$6K ﹤0.01%
31
400
$5K ﹤0.01%
195
14 15
16
17 18