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
26
$2.65M 0.68%
66,250
+1,326
27
$2.55M 0.66%
26,702
+1,922
28
$2.39M 0.62%
14,640
+257
29
$2.39M 0.62%
49,680
-604
30
$2.39M 0.62%
21,153
+3,195
31
$2.38M 0.62%
33,496
-597
32
$2.32M 0.6%
13,164
-664
33
$2.31M 0.6%
13,010
+1,196
34
$2.31M 0.6%
60,805
-7,947
35
$2.23M 0.58%
23,672
+4,263
36
$2.23M 0.58%
54,157
+5,845
37
$2.21M 0.57%
44,136
+4,318
38
$2.19M 0.57%
27,174
+4,846
39
$2.19M 0.57%
18,412
+448
40
$2.13M 0.55%
22,909
-45
41
$2.12M 0.55%
36,599
-3,987
42
$2.11M 0.54%
25,023
+3,281
43
$2.01M 0.52%
12,050
+2,993
44
$1.96M 0.51%
20,524
+573
45
$1.92M 0.5%
18,356
-887
46
$1.86M 0.48%
5,468
-755
47
$1.82M 0.47%
17,052
-293
48
$1.8M 0.46%
20,592
-302
49
$1.79M 0.46%
14,809
+529
50
$1.75M 0.45%
48,743
+2,893
1
2
3 4 5