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
426
$3K ﹤0.01%
17
427
$3K ﹤0.01%
75
+50
428
$3K ﹤0.01%
78
429
$3K ﹤0.01%
123
-91
430
$3K ﹤0.01%
118
+72
431
$3K ﹤0.01%
130
432
$2K ﹤0.01%
54
433
$2K ﹤0.01%
470
434
$2K ﹤0.01%
+122
435
$2K ﹤0.01%
150
+100
436
$2K ﹤0.01%
102
437
$2K ﹤0.01%
23
438
$2K ﹤0.01%
158
+7
439
$2K ﹤0.01%
+30
440
$2K ﹤0.01%
320
441
$2K ﹤0.01%
180
442
$2K ﹤0.01%
100
443
$1K ﹤0.01%
39
444
– –
0
445
$1K ﹤0.01%
120
446
$1K ﹤0.01%
+22
447
$1K ﹤0.01%
5
448
– –
0
449
$1K ﹤0.01%
51
450
$1K ﹤0.01%
37
16 17
18
19 20