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
126
$362K 0.09%
8,148
127
$360K 0.09%
1,549
+300
128
$349K 0.09%
7,959
+2,311
129
$349K 0.09%
11,502
-988
130
$339K 0.09%
2,510
+144
131
$336K 0.09%
4,103
+162
132
$329K 0.09%
1,567
+271
133
$324K 0.08%
1,439
134
$319K 0.08%
23,646
-7,778
135
$317K 0.08%
3,926
-260
136
$311K 0.08%
29,675
-2,180
137
$305K 0.08%
1,347
138
$304K 0.08%
5,377
-196
139
$299K 0.08%
1,642
+99
140
$292K 0.08%
7,581
-1,037
141
$291K 0.08%
1,880
+341
142
$286K 0.07%
975
143
$283K 0.07%
18,374
-8,635
144
$277K 0.07%
2,331
145
$272K 0.07%
5,305
+337
146
$271K 0.07%
9,811
147
$253K 0.07%
3,139
-20
148
$249K 0.06%
1,500
149
$249K 0.06%
2,001
150
$244K 0.06%
1,829
4 5
6
7 8