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
$387M
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$1.13M
3
+$732K
4
TSM icon
TSMC
TSM
+$649K
5
HON icon
Honeywell
HON
+$500K

Top Sells

1
+$418K
2
+$342K
3
+$342K
4
VZ icon
Verizon
VZ
+$302K
5
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$282K

Sector Composition

1 Technology 10.9%
2 Healthcare 8%
3 Financials 7.21%
4 Consumer Staples 4.23%
5 Communication Services 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$8K ﹤0.01%
306
-160
452
$8K ﹤0.01%
102
453
$8K ﹤0.01%
163
454
$7K ﹤0.01%
68
-207
455
$7K ﹤0.01%
4
-14
456
$7K ﹤0.01%
62
457
$7K ﹤0.01%
33
-46
458
$7K ﹤0.01%
36
459
$7K ﹤0.01%
180
460
$7K ﹤0.01%
51
461
$7K ﹤0.01%
43
462
$7K ﹤0.01%
610
-6,373
463
$6K ﹤0.01%
500
464
$6K ﹤0.01%
27
465
$6K ﹤0.01%
109
466
$6K ﹤0.01%
228
467
$6K ﹤0.01%
400
468
$6K ﹤0.01%
244
469
$6K ﹤0.01%
400
470
$6K ﹤0.01%
183
471
$5K ﹤0.01%
100
472
$5K ﹤0.01%
226
-500
473
$5K ﹤0.01%
25
474
$5K ﹤0.01%
50
475
$5K ﹤0.01%
15
-10
17 18
19
20 21