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
176
$199K 0.05%
+4,527
177
$196K 0.05%
+7,560
178
$195K 0.05%
1,970
-765
179
$191K 0.05%
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-309
180
$191K 0.05%
475
181
$188K 0.05%
1,696
+89
182
$186K 0.05%
2,169
+10
183
$186K 0.05%
1,872
184
$180K 0.05%
6,387
-2,132
185
$179K 0.05%
6,117
-434
186
$179K 0.05%
354
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187
$175K 0.05%
25,156
-3,856
188
$174K 0.05%
383
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189
$173K 0.04%
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190
$172K 0.04%
950
191
$171K 0.04%
796
192
$169K 0.04%
14,952
-2,004
193
$165K 0.04%
3,270
194
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601
195
$160K 0.04%
3,839
-816
196
$152K 0.04%
3,636
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197
$151K 0.04%
2,052
198
$147K 0.04%
2,618
199
$147K 0.04%
607
+37
200
$144K 0.04%
1,351
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