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
$387M
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$1.13M
3
+$732K
4
TSM icon
TSMC
TSM
+$649K
5
HON icon
Honeywell
HON
+$500K

Top Sells

1
+$418K
2
+$342K
3
+$342K
4
VZ icon
Verizon
VZ
+$302K
5
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$282K

Sector Composition

1 Technology 10.9%
2 Healthcare 8%
3 Financials 7.21%
4 Consumer Staples 4.23%
5 Communication Services 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$15K ﹤0.01%
+132
402
$15K ﹤0.01%
39
403
$15K ﹤0.01%
611
-296
404
$15K ﹤0.01%
250
405
$15K ﹤0.01%
55
406
$15K ﹤0.01%
202
407
$15K ﹤0.01%
452
408
$15K ﹤0.01%
550
409
$15K ﹤0.01%
203
410
$14K ﹤0.01%
163
411
$14K ﹤0.01%
368
-226
412
$14K ﹤0.01%
200
413
$14K ﹤0.01%
1,300
414
$13K ﹤0.01%
100
415
$13K ﹤0.01%
448
416
$13K ﹤0.01%
418
417
$13K ﹤0.01%
69
418
$13K ﹤0.01%
206
419
$12K ﹤0.01%
160
420
$12K ﹤0.01%
148
421
$12K ﹤0.01%
665
-1,910
422
$12K ﹤0.01%
150
423
$12K ﹤0.01%
73
424
$12K ﹤0.01%
111
-18
425
$12K ﹤0.01%
450
15 16
17
18 19