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
$387M
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$1.13M
3
+$732K
4
TSM icon
TSMC
TSM
+$649K
5
HON icon
Honeywell
HON
+$500K

Top Sells

1
+$418K
2
+$342K
3
+$342K
4
VZ icon
Verizon
VZ
+$302K
5
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$282K

Sector Composition

1 Technology 10.9%
2 Healthcare 8%
3 Financials 7.21%
4 Consumer Staples 4.23%
5 Communication Services 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.73M 0.45%
13,718
-21
52
$1.71M 0.44%
12,920
-173
53
$1.6M 0.41%
10,333
-18
54
$1.59M 0.41%
20,086
+4,468
55
$1.59M 0.41%
4,428
+919
56
$1.57M 0.4%
3,586
-20
57
$1.47M 0.38%
8,956
-232
58
$1.44M 0.37%
19,637
-1,491
59
$1.4M 0.36%
4,317
-315
60
$1.38M 0.36%
20,022
+2,165
61
$1.3M 0.33%
38,855
+1,987
62
$1.27M 0.33%
12,149
-1,288
63
$1.25M 0.32%
9,278
+288
64
$1.18M 0.3%
3,305
+1
65
$1.18M 0.3%
24,928
+620
66
$1.17M 0.3%
12,138
-46
67
$1.15M 0.3%
7,000
68
$1.12M 0.29%
38,478
-3,516
69
$1.09M 0.28%
11,324
+2,764
70
$1.08M 0.28%
13,377
+2,052
71
$1.07M 0.28%
44,559
-1,235
72
$1.07M 0.28%
4,991
73
$1.06M 0.27%
82,885
-3,015
74
$1.05M 0.27%
13,912
+1,759
75
$974K 0.25%
12,264
-166
1 2
3
4 5