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
426
$7K ﹤0.01%
+125
427
$7K ﹤0.01%
+75
428
$6K ﹤0.01%
303
429
$6K ﹤0.01%
240
430
$6K ﹤0.01%
500
431
$6K ﹤0.01%
+168
432
$6K ﹤0.01%
+30
433
$6K ﹤0.01%
220
434
$6K ﹤0.01%
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435
$6K ﹤0.01%
140
436
$5K ﹤0.01%
12
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$5K ﹤0.01%
184
-54
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$5K ﹤0.01%
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$5K ﹤0.01%
+138
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$4K ﹤0.01%
+4
441
$3K ﹤0.01%
+116
442
$3K ﹤0.01%
+77
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$3K ﹤0.01%
65
444
$3K ﹤0.01%
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445
$2K ﹤0.01%
200
446
$1K ﹤0.01%
31
447
$1K ﹤0.01%
54
448
$1K ﹤0.01%
+5
449
$1K ﹤0.01%
11
-41
450
$1K ﹤0.01%
+27