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
51
$1.48M 0.49%
64,662
-46,186
52
$1.47M 0.48%
21,111
-651
53
$1.46M 0.48%
74,539
+37,695
54
$1.43M 0.47%
19,978
-6,347
55
$1.43M 0.47%
33,794
-3,825
56
$1.41M 0.46%
69,500
-5,547
57
$1.39M 0.46%
17,822
-5,396
58
$1.38M 0.45%
9,403
-111
59
$1.32M 0.43%
26,193
-1,485
60
$1.29M 0.42%
5,303
+6
61
$1.27M 0.42%
56,913
+128
62
$1.25M 0.41%
14,618
-480
63
$1.25M 0.41%
19,256
-150
64
$1.21M 0.4%
34,461
-1,370
65
$1.19M 0.39%
24,443
+1,663
66
$1.19M 0.39%
17,718
+144
67
$1.18M 0.39%
42,058
-535
68
$1.18M 0.39%
48,302
-146
69
$1.13M 0.37%
10,307
+81
70
$1.11M 0.37%
15,951
-2,036
71
$1.09M 0.36%
8,168
+102
72
$1.09M 0.36%
126,706
-3,465
73
$1.06M 0.35%
20,481
-488
74
$1.05M 0.35%
31,501
-936
75
$1.05M 0.34%
14,199
-805
1 2
3
4 5