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
$304M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$872K
3
+$752K
4
TTM
Tata Motors Limited
TTM
+$737K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$640K

Top Sells

1
+$1.59M
2
+$1.28M
3
+$1.05M
4
TD icon
Toronto Dominion Bank
TD
+$1M
5
CSCO icon
Cisco
CSCO
+$786K

Sector Composition

1 Technology 14.3%
2 Industrials 8.6%
3 Healthcare 8.3%
4 Financials 7.63%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$15K ﹤0.01%
175
402
$15K ﹤0.01%
710
403
$15K ﹤0.01%
+4,518
404
$14K ﹤0.01%
214
405
$14K ﹤0.01%
250
406
$14K ﹤0.01%
+2,346
407
$14K ﹤0.01%
761
408
$14K ﹤0.01%
240
409
$13K ﹤0.01%
163
-330
410
$13K ﹤0.01%
324
-465
411
$12K ﹤0.01%
670
412
$12K ﹤0.01%
35
413
$12K ﹤0.01%
450
414
$12K ﹤0.01%
173
-23
415
$12K ﹤0.01%
200
416
$12K ﹤0.01%
5,070
-339
417
$12K ﹤0.01%
150
-272
418
$11K ﹤0.01%
800
419
$11K ﹤0.01%
54
420
$11K ﹤0.01%
81
421
$11K ﹤0.01%
400
422
$10K ﹤0.01%
175
423
$10K ﹤0.01%
135
424
$10K ﹤0.01%
140
425
$10K ﹤0.01%
490
15 16
17
18 19