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
476
$2K ﹤0.01%
27
477
$2K ﹤0.01%
9
478
$2K ﹤0.01%
+35
479
$2K ﹤0.01%
95
480
$2K ﹤0.01%
136
481
$2K ﹤0.01%
158
482
$1K ﹤0.01%
100
483
$1K ﹤0.01%
30
484
$1K ﹤0.01%
+20
485
– –
0
486
– –
-315
487
– –
-85
488
– –
-418
489
– –
-245
490
– –
-40,455
491
– –
-27
492
$0 ﹤0.01%
+89
493
$0 ﹤0.01%
+59
494
– –
-200
495
– –
-207
496
– –
-650
497
$0 ﹤0.01%
5
498
– –
-868
499
– –
-649
500
– –
-391
18 19
20
21 22