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
$349M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.81M
3
+$1.63M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.49M
5
WPP icon
WPP
WPP
+$702K

Top Sells

1
+$2.3M
2
+$491K
3
+$388K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$350K
5
IBM icon
IBM
IBM
+$329K

Sector Composition

1 Technology 13.29%
2 Healthcare 8.39%
3 Financials 6.8%
4 Industrials 5.83%
5 Communication Services 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.56M 0.45%
22,347
-1,757
52
$1.55M 0.45%
13,686
-64
53
$1.55M 0.44%
162,707
-2,194
54
$1.51M 0.43%
37,529
+5,141
55
$1.45M 0.42%
29,083
-715
56
$1.44M 0.41%
53,611
-1,149
57
$1.42M 0.41%
95,726
+10,041
58
$1.4M 0.4%
18,497
-980
59
$1.36M 0.39%
19,387
+9,987
60
$1.34M 0.38%
9,368
61
$1.33M 0.38%
5,879
+779
62
$1.31M 0.38%
9,042
+110
63
$1.29M 0.37%
23,275
-1,066
64
$1.28M 0.37%
21,431
+2,930
65
$1.26M 0.36%
9,123
-50
66
$1.23M 0.35%
42,051
67
$1.2M 0.34%
31,373
+3,181
68
$1.17M 0.34%
44,490
-174
69
$1.15M 0.33%
14,252
70
$1.13M 0.32%
31,433
-48
71
$1.06M 0.3%
3,291
-10
72
$1.05M 0.3%
12,523
-25
73
$1.04M 0.3%
8,648
+71
74
$1.04M 0.3%
21,359
75
$1.03M 0.29%
18,333
+619
1 2
3
4 5