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
76
$974K 0.25%
2,966
-1
77
$961K 0.25%
17,519
-567
78
$938K 0.24%
5,745
+279
79
$906K 0.23%
6,723
-955
80
$866K 0.22%
2,595
+60
81
$841K 0.22%
5,667
-597
82
$829K 0.21%
16,456
+5,037
83
$814K 0.21%
12,119
-705
84
$774K 0.2%
5,053
85
$737K 0.19%
7,205
+160
86
$683K 0.18%
4,754
+12
87
$683K 0.18%
23,923
-3,625
88
$666K 0.17%
12,155
+1,295
89
$664K 0.17%
38,915
-619
90
$652K 0.17%
10,634
91
$645K 0.17%
20,471
-1,542
92
$642K 0.17%
15,979
-1,193
93
$633K 0.16%
41,261
-4,346
94
$611K 0.16%
20,874
+1,702
95
$608K 0.16%
9,778
-838
96
$607K 0.16%
11,464
-123
97
$593K 0.15%
1,222
+118
98
$568K 0.15%
20,550
-4,946
99
$567K 0.15%
4,848
-380
100
$562K 0.15%
2,435
+72
2 3
4
5 6