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
176
$202K 0.07%
10,355
177
$177K 0.06%
4,915
-135
178
$177K 0.06%
5,315
-3,300
179
$173K 0.06%
6,679
180
$171K 0.06%
4,785
181
$169K 0.06%
1,412
182
$168K 0.06%
3,525
-300
183
$168K 0.06%
4,933
-12,296
184
$167K 0.05%
1,585
-158
185
$165K 0.05%
1,213
+104
186
$164K 0.05%
703
187
$164K 0.05%
839
-198
188
$162K 0.05%
3,604
189
$160K 0.05%
468
+18
190
$158K 0.05%
1,500
191
$155K 0.05%
1,820
-300
192
$152K 0.05%
525
-47
193
$150K 0.05%
1,908
-510
194
$146K 0.05%
11,682
195
$145K 0.05%
2,482
196
$143K 0.05%
919
-2,555
197
$143K 0.05%
948
-3,250
198
$142K 0.05%
4,174
199
$142K 0.05%
3,385
-1,655
200
$141K 0.05%
3,082
-95
6 7
8
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