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
201
$144K 0.05%
2,146
202
$141K 0.04%
1,426
203
$139K 0.04%
+1,662
204
$137K 0.04%
910
205
$137K 0.04%
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206
$133K 0.04%
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207
$130K 0.04%
806
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208
$129K 0.04%
687
209
$127K 0.04%
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210
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211
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825
212
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213
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214
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215
$113K 0.04%
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216
$110K 0.03%
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217
$110K 0.03%
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218
$107K 0.03%
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219
$106K 0.03%
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220
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221
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222
$104K 0.03%
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223
$101K 0.03%
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224
$101K 0.03%
1,030
225
$101K 0.03%
1,829
-91
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