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
$237M
AUM Growth
+$3.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$1.83M
3
+$1.08M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$484K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$370K

Top Sells

1
+$1.77M
2
+$565K
3
+$298K
4
CSCO icon
Cisco
CSCO
+$243K
5
PRXL
Parexel International Corp
PRXL
+$192K

Sector Composition

1 Technology 15.56%
2 Financials 10.8%
3 Healthcare 10.59%
4 Energy 7.83%
5 Communication Services 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$5K ﹤0.01%
68
402
$5K ﹤0.01%
383
403
$5K ﹤0.01%
262
404
$5K ﹤0.01%
+100
405
$5K ﹤0.01%
100
406
$5K ﹤0.01%
65
407
$4K ﹤0.01%
240
408
$4K ﹤0.01%
90
409
$4K ﹤0.01%
66
410
$4K ﹤0.01%
38
411
$4K ﹤0.01%
320
412
$3K ﹤0.01%
442
413
$3K ﹤0.01%
54
414
$3K ﹤0.01%
470
415
– –
0
416
$3K ﹤0.01%
350
417
$3K ﹤0.01%
40
418
$3K ﹤0.01%
6,400
419
$3K ﹤0.01%
+50
420
$3K ﹤0.01%
78
421
$3K ﹤0.01%
+600
422
$3K ﹤0.01%
23
423
$3K ﹤0.01%
50
424
$3K ﹤0.01%
150
425
$3K ﹤0.01%
180
-80
15 16
17
18 19