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
201
$142K 0.04%
828
202
$142K 0.04%
2,000
203
$141K 0.04%
3,259
204
$139K 0.04%
2,825
205
$139K 0.04%
1,817
+65
206
$137K 0.04%
1,232
+7
207
$135K 0.03%
2,102
+314
208
$134K 0.03%
1,397
209
$133K 0.03%
3,025
210
$133K 0.03%
1,942
-377
211
$132K 0.03%
3,020
212
$132K 0.03%
891
+116
213
$130K 0.03%
3,142
214
$129K 0.03%
1,826
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215
$127K 0.03%
568
-45
216
$127K 0.03%
+2,540
217
$126K 0.03%
2,041
-876
218
$125K 0.03%
2,836
219
$118K 0.03%
1,418
220
$117K 0.03%
1,457
+14
221
$117K 0.03%
931
222
$116K 0.03%
4,339
-110
223
$116K 0.03%
721
+193
224
$114K 0.03%
1,378
+443
225
$110K 0.03%
3,531
-978
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9
10 11