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
$320M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$2.3M
3
+$1.96M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.92M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.21M

Top Sells

1
+$2.15M
2
+$1.48M
3
+$297K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$214K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$202K

Sector Composition

1 Technology 13.87%
2 Healthcare 8.85%
3 Industrials 8.19%
4 Financials 7.17%
5 Communication Services 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$684K 0.21%
13,560
102
$678K 0.21%
15,786
-160
103
$654K 0.2%
16,748
+2,438
104
$606K 0.19%
9,960
105
$602K 0.19%
4,640
-20
106
$598K 0.19%
38,109
+2,440
107
$598K 0.19%
13,877
+70
108
$579K 0.18%
8,070
-203
109
$578K 0.18%
12,233
-275
110
$572K 0.18%
6,050
-237
111
$569K 0.18%
76,630
-3,020
112
$564K 0.18%
7,039
-62
113
$551K 0.17%
4,924
114
$550K 0.17%
17,947
-140
115
$548K 0.17%
19,859
116
$536K 0.17%
4,763
117
$509K 0.16%
7,987
118
$482K 0.15%
8,741
119
$467K 0.15%
5,932
+4,321
120
$453K 0.14%
2,207
+255
121
$452K 0.14%
14,412
-148
122
$450K 0.14%
2,994
123
$450K 0.14%
65,035
124
$444K 0.14%
14,020
-945
125
$430K 0.13%
4,003
-45
3 4
5
6 7