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
$300M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1 +$4.19M
2 +$1.46M
3 +$472K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$472K
5
MAT icon
Mattel
MAT
+$463K

Top Sells

1 +$2.81M
2 +$2.08M
3 +$489K
4
VOD icon
Vodafone
VOD
+$351K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$291K

Sector Composition

1 Technology 14.64%
2 Financials 9.48%
3 Industrials 9.45%
4 Healthcare 8.01%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$17K 0.01%
315
402
$16K 0.01%
300
403
$16K 0.01%
605
+400
404
$16K 0.01%
250
405
$16K 0.01%
710
406
$16K 0.01%
300
407
$16K 0.01%
450
408
$15K 0.01%
104
409
$15K 0.01%
573
410
$15K 0.01%
214
411
$15K 0.01%
111
-14
412
$15K 0.01%
536
413
$15K 0.01%
252
414
$15K 0.01%
200
415
$14K ﹤0.01%
169
416
$14K ﹤0.01%
450
417
$14K ﹤0.01%
761
418
$14K ﹤0.01%
262
419
$13K ﹤0.01%
670
420
$13K ﹤0.01%
163
421
$13K ﹤0.01%
175
422
$12K ﹤0.01%
800
423
$12K ﹤0.01%
80
424
$12K ﹤0.01%
324
425
$12K ﹤0.01%
245
-350