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
126
$369K 0.17%
8,100
127
$364K 0.17%
13,265
128
$360K 0.17%
7,005
-200
129
$352K 0.17%
1,995
-1,000
130
$349K 0.16%
4,715
131
$349K 0.16%
7,696
-75
132
$349K 0.16%
30,148
133
$339K 0.16%
14,310
-1,060
134
$332K 0.16%
7,840
135
$332K 0.16%
3,970
-20
136
$326K 0.15%
7,523
+5
137
$323K 0.15%
5,069
138
$319K 0.15%
2,135
139
$317K 0.15%
9,722
140
$302K 0.14%
3,356
141
$297K 0.14%
241
142
$295K 0.14%
7,392
143
$292K 0.14%
5,487
-74
144
$288K 0.14%
2,553
145
$285K 0.13%
41,495
+14,810
146
$283K 0.13%
3,118
147
$276K 0.13%
3,888
-70
148
$272K 0.13%
25,175
+690
149
$270K 0.13%
15,730
150
$269K 0.13%
32,132
-3,719
4 5
6
7 8