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
$639M
AUM Growth
+$9.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$2.73M
3
+$1.72M
4
MSFT icon
Microsoft
MSFT
+$1.57M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.37M

Top Sells

1
+$1.55M
2
+$1.18M
3
+$978K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$922K
5
QRVO icon
Qorvo
QRVO
+$223K

Sector Composition

1 Technology 13.57%
2 Financials 6.05%
3 Healthcare 5.68%
4 Consumer Staples 3.35%
5 Industrials 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$19K ﹤0.01%
+150
377
$19K ﹤0.01%
471
378
$18K ﹤0.01%
327
-369
379
$18K ﹤0.01%
323
+5
380
$18K ﹤0.01%
150
381
$18K ﹤0.01%
353
382
$18K ﹤0.01%
108
383
$17K ﹤0.01%
+266
384
$17K ﹤0.01%
510
385
$16K ﹤0.01%
149
386
$16K ﹤0.01%
100
387
$16K ﹤0.01%
54
388
$16K ﹤0.01%
300
389
$16K ﹤0.01%
158
390
$15K ﹤0.01%
150
391
$15K ﹤0.01%
100
392
$15K ﹤0.01%
496
-2,925
393
$15K ﹤0.01%
1,300
394
$15K ﹤0.01%
356
395
$15K ﹤0.01%
+107
396
$15K ﹤0.01%
310
397
$14K ﹤0.01%
+65
398
$14K ﹤0.01%
576
399
$14K ﹤0.01%
+75
400
$14K ﹤0.01%
113
+1
14 15
16
17 18