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
101
$560K 0.14%
5,888
+3,548
102
$558K 0.14%
7,113
+382
103
$549K 0.14%
4,059
-33
104
$544K 0.14%
12,588
-120
105
$534K 0.14%
9,922
106
$528K 0.14%
6,384
-244
107
$523K 0.14%
1,896
108
$514K 0.13%
8,556
-455
109
$496K 0.13%
11,551
+5,408
110
$476K 0.12%
18,476
-2,202
111
$476K 0.12%
9,284
-648
112
$462K 0.12%
6,570
-13
113
$434K 0.11%
855
-178
114
$406K 0.1%
1,132
-80
115
$405K 0.1%
5,955
+184
116
$399K 0.1%
8,262
+407
117
$394K 0.1%
2,222
118
$394K 0.1%
16,237
-547
119
$391K 0.1%
14,742
+1,794
120
$388K 0.1%
33,255
-17,264
121
$385K 0.1%
5,508
-2,203
122
$379K 0.1%
7,609
-905
123
$374K 0.1%
7,782
-2,030
124
$368K 0.1%
4,119
+172
125
$363K 0.09%
960
+116
3 4
5
6 7