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
476
$5K ﹤0.01%
317
477
$5K ﹤0.01%
90
478
$5K ﹤0.01%
500
479
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270
-880
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$5K ﹤0.01%
77
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481
$5K ﹤0.01%
153
482
$5K ﹤0.01%
240
483
$5K ﹤0.01%
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484
$4K ﹤0.01%
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485
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10
486
$4K ﹤0.01%
21
487
$4K ﹤0.01%
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$4K ﹤0.01%
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$4K ﹤0.01%
255
491
$4K ﹤0.01%
238
492
$4K ﹤0.01%
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$4K ﹤0.01%
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494
$3K ﹤0.01%
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495
$3K ﹤0.01%
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496
$3K ﹤0.01%
4
497
$3K ﹤0.01%
46
-69
498
$3K ﹤0.01%
240
499
$3K ﹤0.01%
40
500
$3K ﹤0.01%
112
18 19
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