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
$221M
AUM Growth
+$874K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1 +$898K
2 +$608K
3 +$589K
4
BLX icon
Foreign Trade Bank of Latin America
BLX
+$484K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$479K

Top Sells

1 +$2.81M
2 +$1.18M
3 +$1M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$460K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$458K

Sector Composition

1 Technology 15.99%
2 Healthcare 10.27%
3 Communication Services 9.62%
4 Financials 9.39%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$6K ﹤0.01%
189
402
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100
403
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404
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405
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406
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335
407
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$5K ﹤0.01%
128
+100
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$5K ﹤0.01%
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411
$5K ﹤0.01%
759
412
$5K ﹤0.01%
383
413
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415
$5K ﹤0.01%
50
416
$4K ﹤0.01%
87
417
$4K ﹤0.01%
68
418
$4K ﹤0.01%
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$4K ﹤0.01%
1,350
+750
420
$4K ﹤0.01%
50
421
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38
422
$4K ﹤0.01%
150
423
$3K ﹤0.01%
442
424
$3K ﹤0.01%
350
425
$3K ﹤0.01%
+44