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
$304M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$872K
3
+$752K
4
TTM
Tata Motors Limited
TTM
+$737K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$640K

Top Sells

1
+$1.59M
2
+$1.28M
3
+$1.05M
4
TD icon
Toronto Dominion Bank
TD
+$1M
5
CSCO icon
Cisco
CSCO
+$786K

Sector Composition

1 Technology 14.3%
2 Industrials 8.6%
3 Healthcare 8.3%
4 Financials 7.63%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$21K 0.01%
494
-300
377
$21K 0.01%
189
378
$21K 0.01%
450
379
$20K 0.01%
125
380
$20K 0.01%
2,040
381
$20K 0.01%
710
382
$20K 0.01%
688
383
$19K 0.01%
200
384
$18K 0.01%
200
385
$18K 0.01%
1,300
386
$18K 0.01%
325
387
$17K 0.01%
573
388
$17K 0.01%
945
389
$17K 0.01%
605
390
$17K 0.01%
111
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391
$17K 0.01%
252
392
$16K 0.01%
358
393
$16K 0.01%
80
394
$16K 0.01%
2,720
395
$16K 0.01%
2,000
396
$16K 0.01%
450
397
$15K ﹤0.01%
104
398
$15K ﹤0.01%
300
-370
399
$15K ﹤0.01%
169
400
$15K ﹤0.01%
369
14 15
16
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