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
26
$2.26M 0.74%
19,995
-1,232
27
$2.24M 0.74%
6,957
-1,059
28
$2.23M 0.73%
28,228
-987
29
$2.15M 0.71%
50,158
+2,524
30
$2.15M 0.71%
+139,019
31
$2.12M 0.7%
58,071
-13,651
32
$2.12M 0.7%
32,432
+3,622
33
$2.05M 0.68%
111,681
-9,576
34
$2M 0.66%
35,780
-10,400
35
$2M 0.66%
19,213
-5,314
36
$1.97M 0.65%
28,483
-8,267
37
$1.97M 0.65%
23,844
-7,651
38
$1.95M 0.64%
88,522
-1,436
39
$1.92M 0.63%
41,476
-14,476
40
$1.9M 0.62%
13,978
-522
41
$1.89M 0.62%
34,195
-1,837
42
$1.89M 0.62%
77,714
-1,342
43
$1.88M 0.62%
44,550
-340
44
$1.88M 0.62%
54,033
-1,809
45
$1.83M 0.6%
178,860
-4,600
46
$1.75M 0.58%
30,248
-6,897
47
$1.66M 0.55%
25,436
-1,753
48
$1.59M 0.52%
63,898
-2,603
49
$1.59M 0.52%
13,074
-2,829
50
$1.51M 0.5%
18,808
-472
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