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
$212M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$955K
3
+$637K
4
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$386K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$380K

Top Sells

1
+$1.4M
2
+$1.28M
3
+$1.23M
4
XOM icon
Exxon Mobil
XOM
+$628K
5
GE icon
GE Aerospace
GE
+$521K

Sector Composition

1 Technology 15.86%
2 Financials 11.48%
3 Healthcare 11.04%
4 Energy 10.08%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.61%
94,383
+1,915
52
$1.28M 0.6%
20,732
-874
53
$1.26M 0.59%
31,020
-9,436
54
$1.2M 0.57%
37,110
55
$1.2M 0.57%
106,111
-4,230
56
$1.2M 0.57%
30,108
-46
57
$1.18M 0.56%
33,440
-1,390
58
$1.17M 0.55%
9,347
-25
59
$1.14M 0.54%
297,180
+4,450
60
$1.12M 0.53%
16,240
+1,432
61
$1.09M 0.52%
122,100
+7,025
62
$1.08M 0.51%
63,370
-400
63
$1.07M 0.5%
15,880
-741
64
$1.05M 0.49%
78,100
-2,300
65
$1.04M 0.49%
136,608
+134,262
66
$1.02M 0.48%
31,115
+7,525
67
$1.01M 0.47%
3,984
-40
68
$998K 0.47%
17,797
-1,048
69
$976K 0.46%
10,905
-100
70
$971K 0.46%
110,600
-6,475
71
$965K 0.45%
29,814
-1,360
72
$965K 0.45%
24,503
73
$936K 0.44%
45,581
+5,265
74
$917K 0.43%
25,101
-1,880
75
$884K 0.42%
37,735
+1,485
1 2
3
4 5