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
151
$263K 0.09%
9,225
-17,001
152
$261K 0.09%
2,489
-200
153
$261K 0.09%
5,113
+3,627
154
$258K 0.08%
2,483
-198
155
$254K 0.08%
1,621
156
$250K 0.08%
6,232
-1,100
157
$249K 0.08%
5,960
-3,968
158
$245K 0.08%
4,520
-1,253
159
$245K 0.08%
1,732
160
$240K 0.08%
819
-115
161
$238K 0.08%
2,429
-1,174
162
$238K 0.08%
9,189
-339
163
$236K 0.08%
5,090
164
$229K 0.08%
5,310
-1,728
165
$228K 0.07%
5,040
166
$225K 0.07%
7,690
-13,980
167
$224K 0.07%
5,429
+478
168
$220K 0.07%
1,626
-491
169
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1,157
-114
170
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1,411
171
$213K 0.07%
11,935
-880
172
$211K 0.07%
2,704
-625
173
$209K 0.07%
947
+22
174
$206K 0.07%
7,430
-910
175
$203K 0.07%
4,430
+6
5 6
7
8 9