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
201
$101K 0.05%
+1,450
202
$98K 0.05%
7,835
-200
203
$96K 0.05%
6,440
204
$93K 0.04%
10,725
205
$91K 0.04%
23,940
-1,950
206
$88K 0.04%
2,520
-350
207
$86K 0.04%
1,600
208
$85K 0.04%
2,074
-1,002
209
$84K 0.04%
1,275
+350
210
$82K 0.04%
2,200
-305
211
$81K 0.04%
825
212
$81K 0.04%
1,426
-475
213
$80K 0.04%
977
214
$80K 0.04%
1,648
+105
215
$78K 0.04%
1,300
216
$78K 0.04%
1,970
+275
217
$78K 0.04%
1,550
218
$78K 0.04%
687
219
$76K 0.04%
2,090
220
$75K 0.04%
943
-37
221
$74K 0.03%
750
222
$74K 0.03%
2,078
223
$73K 0.03%
2,100
+1,700
224
$72K 0.03%
586
225
$72K 0.03%
1,500
7 8
9
10 11