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
201
$139K 0.05%
817
202
$138K 0.05%
1,755
-195
203
$137K 0.05%
2,967
-12,304
204
$136K 0.04%
3,048
205
$134K 0.04%
2,146
+84
206
$134K 0.04%
6,831
+5,409
207
$133K 0.04%
2,155
-45
208
$130K 0.04%
1,426
209
$129K 0.04%
1,836
210
$125K 0.04%
1,645
211
$124K 0.04%
4,034
+990
212
$123K 0.04%
2,630
213
$121K 0.04%
910
-67
214
$119K 0.04%
5,475
215
$119K 0.04%
1,107
216
$119K 0.04%
1,550
-150
217
$116K 0.04%
2,980
+350
218
$114K 0.04%
687
219
$113K 0.04%
22,000
220
$113K 0.04%
8,380
221
$111K 0.04%
825
222
$108K 0.04%
802
223
$107K 0.04%
1,590
-760
224
$106K 0.03%
1,173
+204
225
$106K 0.03%
1,920
-250
7 8
9
10 11