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
$212M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$955K
3
+$637K
4
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$386K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$380K

Top Sells

1
+$1.4M
2
+$1.28M
3
+$1.23M
4
XOM icon
Exxon Mobil
XOM
+$628K
5
GE icon
GE Aerospace
GE
+$521K

Sector Composition

1 Technology 15.86%
2 Financials 11.48%
3 Healthcare 11.04%
4 Energy 10.08%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$585K 0.28%
20,342
-2,590
102
$563K 0.27%
91,315
+4,995
103
$562K 0.26%
4,095
-73
104
$529K 0.25%
30,490
105
$512K 0.24%
26,712
106
$510K 0.24%
47,265
+26,795
107
$506K 0.24%
8,775
108
$492K 0.23%
11,749
109
$488K 0.23%
4,979
-20
110
$479K 0.23%
13,490
-1,540
111
$472K 0.22%
18,270
+890
112
$459K 0.22%
9,645
-225
113
$442K 0.21%
4,566
114
$408K 0.19%
1,934
+1,006
115
$408K 0.19%
8,760
116
$400K 0.19%
10,379
-150
117
$393K 0.19%
6,773
-175
118
$391K 0.18%
9,062
119
$390K 0.18%
13,055
120
$388K 0.18%
9,452
121
$388K 0.18%
7,310
+1,135
122
$387K 0.18%
3,098
-180
123
$386K 0.18%
+10,935
124
$383K 0.18%
7,763
+464
125
$382K 0.18%
24,270
+24,120
3 4
5
6 7