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
151
$242K 0.06%
2,780
152
$241K 0.06%
3,589
-67
153
$239K 0.06%
1,226
+2
154
$239K 0.06%
4,219
+67
155
$238K 0.06%
1,594
156
$238K 0.06%
4,233
157
$237K 0.06%
+1,061
158
$235K 0.06%
5,304
+25
159
$235K 0.06%
1,625
+80
160
$234K 0.06%
3,470
+378
161
$233K 0.06%
838
162
$232K 0.06%
2,058
163
$228K 0.06%
8,571
-10,619
164
$227K 0.06%
3,058
-182
165
$222K 0.06%
11,643
+1,356
166
$222K 0.06%
1,794
167
$221K 0.06%
1,258
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168
$221K 0.06%
1,178
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169
$220K 0.06%
8,970
170
$216K 0.06%
4,460
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171
$211K 0.05%
2,651
172
$205K 0.05%
2,344
+526
173
$202K 0.05%
5,061
-426
174
$201K 0.05%
3,593
-1,856
175
$201K 0.05%
912
5 6
7
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