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
$250M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$1.49M
3
+$1.32M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.2M
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$749K

Top Sells

1
+$646K
2
+$160K
3
+$128K
4
PFE icon
Pfizer
PFE
+$125K
5
VYX icon
NCR Voyix
VYX
+$124K

Sector Composition

1 Technology 16.73%
2 Healthcare 9.74%
3 Industrials 9.03%
4 Financials 8.8%
5 Communication Services 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$94K 0.04%
3,691
227
$93K 0.04%
1,836
228
$93K 0.04%
1,850
229
$92K 0.04%
575
230
$91K 0.04%
2,830
231
$87K 0.03%
977
+67
232
$84K 0.03%
1,785
233
$84K 0.03%
1,030
234
$83K 0.03%
830
235
$82K 0.03%
580
+40
236
$81K 0.03%
530
-20
237
$79K 0.03%
3,840
+35
238
$78K 0.03%
802
239
$76K 0.03%
677
240
$74K 0.03%
1,968
241
$74K 0.03%
933
242
$74K 0.03%
339
243
$74K 0.03%
612
-236
244
$73K 0.03%
1,640
+100
245
$73K 0.03%
3,010
246
$72K 0.03%
1,239
+435
247
$71K 0.03%
1,000
248
$71K 0.03%
483
249
$71K 0.03%
900
+700
250
$70K 0.03%
+4,200
8 9
10
11 12