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
176
$148K 0.07%
3,170
177
$139K 0.07%
18,430
-240
178
$138K 0.07%
3,897
179
$136K 0.06%
4,305
180
$135K 0.06%
15,468
-3,691
181
$134K 0.06%
1,675
182
$133K 0.06%
5,560
183
$132K 0.06%
2,250
-100
184
$127K 0.06%
1,292
-58
185
$127K 0.06%
2,230
+950
186
$127K 0.06%
5,520
187
$124K 0.06%
1,006
-85
188
$123K 0.06%
1,410
189
$122K 0.06%
4,729
-521
190
$119K 0.06%
8,248
191
$117K 0.06%
949
192
$113K 0.05%
1,530
193
$110K 0.05%
2,024
194
$109K 0.05%
7,320
195
$109K 0.05%
2,920
196
$108K 0.05%
1,320
-50
197
$106K 0.05%
964
198
$105K 0.05%
3,465
199
$104K 0.05%
650
-150
200
$103K 0.05%
1,950
6 7
8
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