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
76
$1.04M 0.34%
41,006
+4,222
77
$1.03M 0.34%
19,508
-287
78
$982K 0.32%
8,280
-22
79
$967K 0.32%
44,055
+1,635
80
$944K 0.31%
3,481
-92
81
$921K 0.3%
8,197
-564
82
$916K 0.3%
12,011
-1,720
83
$911K 0.3%
15,424
-1,758
84
$899K 0.3%
7,348
-1,170
85
$890K 0.29%
37,097
-3,213
86
$874K 0.29%
46,883
+1,106
87
$855K 0.28%
79,650
-3,090
88
$823K 0.27%
33,383
+19,704
89
$811K 0.27%
13,560
-2,365
90
$794K 0.26%
13,084
-1,284
91
$781K 0.26%
6,203
-485
92
$776K 0.26%
17,653
-124
93
$747K 0.25%
17,655
-3,085
94
$725K 0.24%
20,986
+870
95
$714K 0.23%
3,827
-3,833
96
$709K 0.23%
11,667
-7,849
97
$696K 0.23%
12,807
+235
98
$694K 0.23%
65,262
-1,327
99
$691K 0.23%
4,217
100
$680K 0.22%
7,101
-47
2 3
4
5 6