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
$237M
AUM Growth
+$3.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$1.83M
3
+$1.08M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$484K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$370K

Top Sells

1
+$1.77M
2
+$565K
3
+$298K
4
CSCO icon
Cisco
CSCO
+$243K
5
PRXL
Parexel International Corp
PRXL
+$192K

Sector Composition

1 Technology 15.56%
2 Financials 10.8%
3 Healthcare 10.59%
4 Energy 7.83%
5 Communication Services 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$164K 0.07%
241
177
$164K 0.07%
4,085
178
$163K 0.07%
1,310
179
$162K 0.07%
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180
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181
$154K 0.07%
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-95
182
$149K 0.06%
3,000
-170
183
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184
$145K 0.06%
1,717
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185
$142K 0.06%
7,375
186
$141K 0.06%
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187
$133K 0.06%
824
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188
$133K 0.06%
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189
$131K 0.06%
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190
$130K 0.05%
931
191
$127K 0.05%
6,250
192
$125K 0.05%
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193
$124K 0.05%
2,250
194
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195
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196
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1,530
197
$117K 0.05%
9,490
198
$116K 0.05%
2,320
199
$115K 0.05%
1,137
200
$112K 0.05%
2,024
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