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
126
$428K 0.13%
7,717
-150
127
$424K 0.13%
14,863
128
$415K 0.13%
36,720
-1,040
129
$411K 0.13%
1,707
130
$397K 0.12%
13,928
-1,845
131
$385K 0.12%
6,110
132
$383K 0.12%
4,955
+216
133
$380K 0.12%
9,376
134
$380K 0.12%
16,611
+391
135
$379K 0.12%
106,924
+6,372
136
$375K 0.12%
11,254
+292
137
$373K 0.12%
9,907
138
$364K 0.11%
6,010
139
$360K 0.11%
8,713
-1,550
140
$344K 0.11%
1,176
-450
141
$343K 0.11%
7,367
+78
142
$328K 0.1%
4,952
143
$327K 0.1%
1,855
-54
144
$305K 0.1%
3,785
-146
145
$297K 0.09%
2,686
-158
146
$293K 0.09%
924
147
$290K 0.09%
11,280
+2,091
148
$289K 0.09%
9,225
149
$285K 0.09%
4,720
150
$280K 0.09%
3,983
4 5
6
7 8