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
451
$6K ﹤0.01%
28
452
$6K ﹤0.01%
300
453
$6K ﹤0.01%
45
454
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20
455
$6K ﹤0.01%
320
456
$5K ﹤0.01%
5
-23
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$5K ﹤0.01%
85
458
$5K ﹤0.01%
350
459
$5K ﹤0.01%
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460
$5K ﹤0.01%
16
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$5K ﹤0.01%
200
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$5K ﹤0.01%
175
463
$5K ﹤0.01%
+167
464
$5K ﹤0.01%
137
465
$4K ﹤0.01%
67
466
$4K ﹤0.01%
+112
467
$4K ﹤0.01%
50
468
$4K ﹤0.01%
250
-2,000
469
$4K ﹤0.01%
160
470
$4K ﹤0.01%
30
471
$4K ﹤0.01%
150
472
$4K ﹤0.01%
375
473
$3K ﹤0.01%
130
474
$3K ﹤0.01%
74
475
$3K ﹤0.01%
91
17 18
19
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