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
$320M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$2.3M
3
+$1.96M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.92M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.21M

Top Sells

1
+$2.15M
2
+$1.48M
3
+$297K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$214K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$202K

Sector Composition

1 Technology 13.87%
2 Healthcare 8.85%
3 Industrials 8.19%
4 Financials 7.17%
5 Communication Services 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.46%
17,701
-121
52
$1.45M 0.45%
18,808
53
$1.44M 0.45%
14,607
-11
54
$1.4M 0.44%
19,572
-406
55
$1.39M 0.44%
90,544
+16,005
56
$1.38M 0.43%
20,336
-775
57
$1.36M 0.43%
34,346
-115
58
$1.35M 0.42%
33,770
-24
59
$1.33M 0.42%
52,928
+11,922
60
$1.32M 0.41%
26,368
+175
61
$1.28M 0.4%
67,221
-2,279
62
$1.28M 0.4%
65,191
+1,293
63
$1.26M 0.39%
10,307
64
$1.23M 0.39%
15,909
-42
65
$1.21M 0.38%
5,303
66
$1.19M 0.37%
24,636
+193
67
$1.18M 0.37%
20,050
-431
68
$1.11M 0.35%
18,307
+589
69
$1.1M 0.34%
8,299
+131
70
$1.07M 0.34%
13,910
-289
71
$1.06M 0.33%
8,956
-447
72
$1.05M 0.33%
48,579
+277
73
$1.02M 0.32%
43,440
-615
74
$1M 0.31%
54,288
-2,625
75
$989K 0.31%
31,824
+323
1 2
3
4 5