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
$639M
AUM Growth
+$9.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$2.73M
3
+$1.72M
4
MSFT icon
Microsoft
MSFT
+$1.57M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.37M

Top Sells

1
+$1.55M
2
+$1.18M
3
+$978K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$922K
5
QRVO icon
Qorvo
QRVO
+$223K

Sector Composition

1 Technology 13.57%
2 Financials 6.05%
3 Healthcare 5.68%
4 Consumer Staples 3.35%
5 Industrials 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$13K ﹤0.01%
+1,350
402
$13K ﹤0.01%
+50
403
$12K ﹤0.01%
58
-45
404
$12K ﹤0.01%
43
405
$12K ﹤0.01%
324
406
$12K ﹤0.01%
+81
407
$12K ﹤0.01%
+80
408
$11K ﹤0.01%
150
409
$11K ﹤0.01%
+221
410
$11K ﹤0.01%
190
411
$11K ﹤0.01%
110
412
$11K ﹤0.01%
250
413
$11K ﹤0.01%
90
414
$10K ﹤0.01%
339
415
$10K ﹤0.01%
400
416
$10K ﹤0.01%
+500
417
$9K ﹤0.01%
18
418
$9K ﹤0.01%
122
+2
419
$9K ﹤0.01%
+44
420
$8K ﹤0.01%
120
421
$8K ﹤0.01%
95
422
$8K ﹤0.01%
138
423
$8K ﹤0.01%
130
424
$8K ﹤0.01%
240
425
$7K ﹤0.01%
+34
15 16
17
18 19