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
$320M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$2.3M
3
+$1.96M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.92M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.21M

Top Sells

1
+$2.15M
2
+$1.48M
3
+$297K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$214K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$202K

Sector Composition

1 Technology 13.87%
2 Healthcare 8.85%
3 Industrials 8.19%
4 Financials 7.17%
5 Communication Services 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$194K 0.06%
4,785
177
$193K 0.06%
11,935
178
$186K 0.06%
5,554
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179
$185K 0.06%
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180
$185K 0.06%
525
181
$184K 0.06%
500
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182
$181K 0.06%
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183
$180K 0.06%
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184
$177K 0.06%
695
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185
$176K 0.06%
1,477
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186
$172K 0.05%
1,500
187
$172K 0.05%
5,315
188
$172K 0.05%
829
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189
$171K 0.05%
948
190
$170K 0.05%
817
191
$168K 0.05%
1,908
192
$155K 0.05%
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193
$155K 0.05%
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194
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195
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196
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197
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3,385
198
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1,836
199
$146K 0.05%
1,755
200
$146K 0.05%
3,604
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