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
426
$12K ﹤0.01%
400
427
$11K ﹤0.01%
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428
$11K ﹤0.01%
100
429
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1,000
431
$11K ﹤0.01%
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$10K ﹤0.01%
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434
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81
436
$9K ﹤0.01%
377
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$9K ﹤0.01%
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$8K ﹤0.01%
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441
$8K ﹤0.01%
1,087
442
$8K ﹤0.01%
105
443
$7K ﹤0.01%
100
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$7K ﹤0.01%
73
+1
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$7K ﹤0.01%
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446
$7K ﹤0.01%
759
447
$7K ﹤0.01%
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448
$7K ﹤0.01%
135
449
$7K ﹤0.01%
220
450
$7K ﹤0.01%
38
16 17
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