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
$232M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$1.51M
3
+$1.1M
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$990K
5
BND icon
Vanguard Total Bond Market
BND
+$606K

Top Sells

1
+$277K
2
+$257K
3
+$244K
4
AMKR icon
Amkor Technology
AMKR
+$228K
5
POT
Potash Corp Of Saskatchewan
POT
+$206K

Sector Composition

1 Technology 16.28%
2 Healthcare 9.95%
3 Financials 9.82%
4 Industrials 9.51%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$84.6K 0.04%
1,785
227
$81K 0.04%
3,010
-275
228
$80.5K 0.03%
575
229
$79.2K 0.03%
2,424
230
$79K 0.03%
3,691
231
$78.1K 0.03%
550
-45
232
$77.3K 0.03%
1,030
233
$76.8K 0.03%
+910
234
$76.2K 0.03%
895
+3
235
$75.8K 0.03%
3,805
+20
236
$75.8K 0.03%
339
237
$74.4K 0.03%
802
238
$72.9K 0.03%
830
239
$71.5K 0.03%
610
240
$71K 0.03%
910
241
$67.9K 0.03%
1,968
242
$67.2K 0.03%
933
243
$66.9K 0.03%
1,000
244
$66.5K 0.03%
1,635
+1,385
245
$64.8K 0.03%
483
+2
246
$64K 0.03%
1,648
247
$63K 0.03%
1,885
-60
248
$62.1K 0.03%
540
249
$61.9K 0.03%
677
250
$61.7K 0.03%
2,981
+81
8 9
10
11 12