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
$237M
AUM Growth
+$3.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$1.83M
3
+$1.08M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$484K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$370K

Top Sells

1
+$1.77M
2
+$565K
3
+$298K
4
CSCO icon
Cisco
CSCO
+$243K
5
PRXL
Parexel International Corp
PRXL
+$192K

Sector Composition

1 Technology 15.56%
2 Financials 10.8%
3 Healthcare 10.59%
4 Energy 7.83%
5 Communication Services 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.57%
16,170
-525
52
$1.31M 0.55%
139,921
+16,875
53
$1.31M 0.55%
23,871
-115
54
$1.28M 0.54%
81,835
+8,350
55
$1.26M 0.53%
36,750
-160
56
$1.22M 0.51%
32,722
+516
57
$1.21M 0.51%
14,552
+3,620
58
$1.21M 0.51%
21,008
+448
59
$1.21M 0.51%
21,388
+560
60
$1.2M 0.51%
24,856
+40
61
$1.17M 0.49%
9,755
-450
62
$1.15M 0.49%
13,243
-616
63
$1.15M 0.49%
28,461
+3,660
64
$1.13M 0.48%
32,789
+1,294
65
$1.12M 0.47%
42,110
+3,245
66
$1.07M 0.45%
24,968
-6,947
67
$1.05M 0.44%
23,748
68
$1.02M 0.43%
4,898
69
$1.01M 0.43%
22,475
-835
70
$1.01M 0.43%
9,323
-42
71
$998K 0.42%
36,484
+4,855
72
$982K 0.41%
86,025
-1,875
73
$979K 0.41%
31,480
+5,168
74
$952K 0.4%
99,707
-132
75
$915K 0.39%
18,883
+738
1 2
3
4 5