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
$212M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$955K
3
+$637K
4
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$386K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$380K

Top Sells

1
+$1.4M
2
+$1.28M
3
+$1.23M
4
XOM icon
Exxon Mobil
XOM
+$628K
5
GE icon
GE Aerospace
GE
+$521K

Sector Composition

1 Technology 15.86%
2 Financials 11.48%
3 Healthcare 11.04%
4 Energy 10.08%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 0.99%
62,060
27
$2.09M 0.98%
29,307
-1,473
28
$2.08M 0.98%
57,395
+5,670
29
$1.96M 0.92%
103,110
-510
30
$1.9M 0.89%
54,118
-40,048
31
$1.88M 0.89%
23,486
+4,020
32
$1.86M 0.87%
39,849
+13,662
33
$1.85M 0.87%
16,545
-330
34
$1.79M 0.84%
66,410
+4,945
35
$1.78M 0.84%
34,200
-6,655
36
$1.69M 0.8%
31,996
+815
37
$1.64M 0.77%
24,552
+515
38
$1.64M 0.77%
23,330
39
$1.63M 0.77%
37,090
-565
40
$1.62M 0.76%
55,109
-250
41
$1.58M 0.75%
35,740
-330
42
$1.58M 0.74%
42,808
-34,894
43
$1.56M 0.73%
26,296
-3,968
44
$1.45M 0.68%
21,678
-295
45
$1.44M 0.68%
88,175
+9,005
46
$1.44M 0.68%
23,033
-58
47
$1.44M 0.68%
21,585
-328
48
$1.39M 0.66%
14,159
49
$1.37M 0.65%
23,122
-50
50
$1.29M 0.61%
23,898
+85
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