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
$387M
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$1.13M
3
+$732K
4
TSM icon
TSMC
TSM
+$649K
5
HON icon
Honeywell
HON
+$500K

Top Sells

1
+$418K
2
+$342K
3
+$342K
4
VZ icon
Verizon
VZ
+$302K
5
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$282K

Sector Composition

1 Technology 10.9%
2 Healthcare 8%
3 Financials 7.21%
4 Consumer Staples 4.23%
5 Communication Services 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$21K 0.01%
748
+1
377
$21K 0.01%
809
378
$21K 0.01%
+30
379
$21K 0.01%
80
380
$21K 0.01%
312
381
$20K 0.01%
1,190
382
$20K 0.01%
454
383
$20K 0.01%
269
-76
384
$19K ﹤0.01%
364
-1,962
385
$19K ﹤0.01%
151
386
$19K ﹤0.01%
482
-214
387
$18K ﹤0.01%
200
388
$18K ﹤0.01%
196
389
$18K ﹤0.01%
166
390
$18K ﹤0.01%
368
391
$18K ﹤0.01%
162
+61
392
$18K ﹤0.01%
145
393
$17K ﹤0.01%
+216
394
$16K ﹤0.01%
453
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395
$16K ﹤0.01%
500
396
$16K ﹤0.01%
+390
397
$16K ﹤0.01%
153
398
$15K ﹤0.01%
150
399
$15K ﹤0.01%
528
400
$15K ﹤0.01%
1,148
14 15
16
17 18