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
426
$9K ﹤0.01%
86
427
$9K ﹤0.01%
200
428
$9K ﹤0.01%
377
429
$9K ﹤0.01%
189
430
$9K ﹤0.01%
140
-133
431
$9K ﹤0.01%
1,000
432
$9K ﹤0.01%
100
433
$9K ﹤0.01%
+440
434
$9K ﹤0.01%
79
435
$8K ﹤0.01%
150
436
$8K ﹤0.01%
238
437
$8K ﹤0.01%
50
438
$8K ﹤0.01%
750
439
$8K ﹤0.01%
322
-198
440
$7K ﹤0.01%
75
+1
441
$7K ﹤0.01%
195
442
$7K ﹤0.01%
34
443
$7K ﹤0.01%
24
-11
444
$7K ﹤0.01%
220
445
$7K ﹤0.01%
115
-200
446
$7K ﹤0.01%
38
447
$6K ﹤0.01%
100
448
$6K ﹤0.01%
470
449
$6K ﹤0.01%
172
450
$6K ﹤0.01%
90
16 17
18
19 20