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
$630M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.18M
3
+$803K
4
IQV icon
IQVIA
IQV
+$676K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$622K

Top Sells

1
+$704K
2
+$573K
3
+$510K
4
EMR icon
Emerson Electric
EMR
+$486K
5
MSFT icon
Microsoft
MSFT
+$468K

Sector Composition

1 Technology 12.72%
2 Healthcare 5.98%
3 Financials 5.4%
4 Consumer Staples 3.39%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$16K ﹤0.01%
100
377
$16K ﹤0.01%
158
378
$16K ﹤0.01%
310
+248
379
$15K ﹤0.01%
149
380
$15K ﹤0.01%
54
381
$15K ﹤0.01%
225
-297
382
$15K ﹤0.01%
+356
383
$15K ﹤0.01%
112
+1
384
$14K ﹤0.01%
538
-2,208
385
$14K ﹤0.01%
576
386
$12K ﹤0.01%
250
-66
387
$12K ﹤0.01%
324
388
$12K ﹤0.01%
190
389
$12K ﹤0.01%
150
390
$11K ﹤0.01%
129
391
$11K ﹤0.01%
90
392
$11K ﹤0.01%
43
393
$10K ﹤0.01%
95
394
$10K ﹤0.01%
400
395
$10K ﹤0.01%
110
396
$10K ﹤0.01%
339
-93
397
$10K ﹤0.01%
+303
398
$9K ﹤0.01%
120
+1
399
$9K ﹤0.01%
76
400
$9K ﹤0.01%
18
14 15
16
17 18