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
$335M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$853K
3
+$698K
4
IBM icon
IBM
IBM
+$648K
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$589K

Top Sells

1
+$655K
2
+$562K
3
+$503K
4
MLCO icon
Melco Resorts & Entertainment
MLCO
+$368K
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$359K

Sector Composition

1 Technology 12.52%
2 Healthcare 8%
3 Financials 5.42%
4 Communication Services 4.87%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$77K 0.02%
2,000
227
$77K 0.02%
956
-846
228
$76K 0.02%
932
229
$76K 0.02%
339
230
$73K 0.02%
315
231
$71K 0.02%
6,640
232
$71K 0.02%
500
233
$70K 0.02%
523
+263
234
$70K 0.02%
1,177
-272
235
$70K 0.02%
645
236
$66K 0.02%
1,080
237
$66K 0.02%
1,657
238
$65K 0.02%
+414
239
$64K 0.02%
1,869
+2
240
$64K 0.02%
711
-34
241
$64K 0.02%
189
242
$63K 0.02%
1,498
243
$63K 0.02%
1,108
244
$63K 0.02%
1,014
-61
245
$63K 0.02%
2,745
+15
246
$62K 0.02%
2,030
-124
247
$61K 0.02%
2,524
-714
248
$61K 0.02%
421
249
$60K 0.02%
4,305
-3,508
250
$59K 0.02%
712
8 9
10
11 12