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
$221M
AUM Growth
+$874K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$898K
2
+$608K
3
+$589K
4
BLX icon
Foreign Trade Bank of Latin America
BLX
+$484K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$479K

Top Sells

1
+$2.81M
2
+$1.18M
3
+$1M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$460K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$458K

Sector Composition

1 Technology 15.99%
2 Healthcare 10.27%
3 Communication Services 9.62%
4 Financials 9.39%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$10K ﹤0.01%
275
-600
377
$10K ﹤0.01%
207
+1
378
$10K ﹤0.01%
+54
379
$9K ﹤0.01%
100
380
$9K ﹤0.01%
100
381
$9K ﹤0.01%
465
382
$9K ﹤0.01%
171
383
$9K ﹤0.01%
+109
384
$9K ﹤0.01%
1,009
-1,751
385
$8K ﹤0.01%
227
386
$8K ﹤0.01%
73
+1
387
$8K ﹤0.01%
81
-321
388
$8K ﹤0.01%
270
389
$7K ﹤0.01%
275
390
$7K ﹤0.01%
670
391
$7K ﹤0.01%
750
392
$7K ﹤0.01%
250
-200
393
$7K ﹤0.01%
66
394
$7K ﹤0.01%
79
395
$7K ﹤0.01%
446
396
$7K ﹤0.01%
408
+252
397
$7K ﹤0.01%
240
398
$6K ﹤0.01%
100
399
$6K ﹤0.01%
5
400
$6K ﹤0.01%
+200
14 15
16
17 18