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
$221M
AUM Growth
+$874K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$898K
2
+$608K
3
+$589K
4
BLX icon
Foreign Trade Bank of Latin America
BLX
+$484K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$479K

Top Sells

1
+$2.81M
2
+$1.18M
3
+$1M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$460K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$458K

Sector Composition

1 Technology 15.99%
2 Healthcare 10.27%
3 Communication Services 9.62%
4 Financials 9.39%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-167
477
– –
-400
478
– –
-250
479
$0 ﹤0.01%
+360
480
$0 ﹤0.01%
5
481
– –
-178
482
– –
-90
483
$0 ﹤0.01%
+256
484
– –
-28
485
$0 ﹤0.01%
+151
486
$0 ﹤0.01%
+400
487
– –
-1,160
488
$0 ﹤0.01%
+565
489
$0 ﹤0.01%
+450
490
– –
-400
491
– –
-175
492
– –
-1,236
16 17 18 19
20