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
$304M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$872K
3
+$752K
4
TTM
Tata Motors Limited
TTM
+$737K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$640K

Top Sells

1
+$1.59M
2
+$1.28M
3
+$1.05M
4
TD icon
Toronto Dominion Bank
TD
+$1M
5
CSCO icon
Cisco
CSCO
+$786K

Sector Composition

1 Technology 14.3%
2 Industrials 8.6%
3 Healthcare 8.3%
4 Financials 7.63%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$397K 0.13%
6,110
-7
127
$390K 0.13%
16,220
-96
128
$388K 0.13%
1,707
129
$380K 0.12%
9,376
130
$376K 0.12%
9,907
-1,138
131
$375K 0.12%
6,010
-93
132
$369K 0.12%
10,962
133
$365K 0.12%
7,289
-583
134
$357K 0.12%
10,263
+75
135
$345K 0.11%
4,048
136
$336K 0.11%
4,739
+1,033
137
$328K 0.11%
14,863
-765
138
$320K 0.11%
3,931
-6
139
$315K 0.1%
4,952
-1,000
140
$314K 0.1%
1,909
-308
141
$310K 0.1%
+1,952
142
$292K 0.1%
20,340
+115
143
$289K 0.1%
2,844
-52
144
$284K 0.09%
924
-14
145
$282K 0.09%
3,376
+160
146
$276K 0.09%
15,773
+974
147
$275K 0.09%
4,103
-326
148
$272K 0.09%
3,983
-166
149
$267K 0.09%
4,125
150
$266K 0.09%
4,720
-1,340
4 5
6
7 8