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
151
$256K 0.12%
1,562
152
$256K 0.12%
11,740
-350
153
$250K 0.12%
+38,381
154
$249K 0.12%
4,220
-50
155
$248K 0.12%
16,950
+4,570
156
$242K 0.11%
2,431
157
$241K 0.11%
4,094
-300
158
$233K 0.11%
12,810
159
$226K 0.11%
5,915
+445
160
$221K 0.1%
5,038
161
$208K 0.1%
6,500
162
$200K 0.09%
+5,561
163
$199K 0.09%
1,752
164
$198K 0.09%
5,248
-1,120
165
$197K 0.09%
6,900
166
$191K 0.09%
7,488
-450
167
$191K 0.09%
6,866
-281
168
$190K 0.09%
4,525
169
$185K 0.09%
1,397
-40
170
$176K 0.08%
9,490
171
$168K 0.08%
550
172
$167K 0.08%
2,264
-59
173
$164K 0.08%
1,975
174
$155K 0.07%
6,116
175
$149K 0.07%
1,235
+495
5 6
7
8 9