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
$320M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$2.3M
3
+$1.96M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.92M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.21M

Top Sells

1
+$2.15M
2
+$1.48M
3
+$297K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$214K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$202K

Sector Composition

1 Technology 13.87%
2 Healthcare 8.85%
3 Industrials 8.19%
4 Financials 7.17%
5 Communication Services 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$16K 0.01%
358
377
$16K 0.01%
111
378
$16K 0.01%
1,344
-3,174
379
$16K 0.01%
287
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380
$15K ﹤0.01%
104
381
$15K ﹤0.01%
349
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382
$15K ﹤0.01%
789
-1,557
383
$15K ﹤0.01%
200
384
$15K ﹤0.01%
240
385
$14K ﹤0.01%
175
386
$14K ﹤0.01%
450
387
$13K ﹤0.01%
163
388
$13K ﹤0.01%
324
389
$12K ﹤0.01%
369
390
$12K ﹤0.01%
54
391
$12K ﹤0.01%
173
392
$12K ﹤0.01%
169
-156
393
$11K ﹤0.01%
140
394
$10K ﹤0.01%
135
395
$10K ﹤0.01%
100
396
$9K ﹤0.01%
27
397
$9K ﹤0.01%
470
398
$9K ﹤0.01%
377
399
$9K ﹤0.01%
670
400
$9K ﹤0.01%
800
14 15
16
17 18