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
$465M
AUM Growth
+$77.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$2.24M
3
+$2.06M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$1.91M
5
TRMK icon
Trustmark
TRMK
+$1.85M

Top Sells

1
+$40M
2
+$667K
3
+$466K
4
EEMX icon
SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
EEMX
+$412K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$344K

Sector Composition

1 Technology 11.01%
2 Healthcare 8.26%
3 Financials 8.09%
4 Consumer Staples 4.7%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$108K 0.02%
18,664
227
$107K 0.02%
1,264
+139
228
$105K 0.02%
6,679
229
$105K 0.02%
148
230
$104K 0.02%
1,020
+500
231
$104K 0.02%
7,150
232
$104K 0.02%
1,418
233
$101K 0.02%
3,265
+15
234
$101K 0.02%
15,815
-9,341
235
$100K 0.02%
2,422
236
$100K 0.02%
2,202
+532
237
$98K 0.02%
1,500
238
$95K 0.02%
339
239
$95K 0.02%
5,240
+1,640
240
$95K 0.02%
1,318
-563
241
$94K 0.02%
700
242
$92K 0.02%
4,170
243
$91K 0.02%
1,117
-109
244
$89K 0.02%
595
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245
$87K 0.02%
2,665
246
$87K 0.02%
+5,374
247
$87K 0.02%
3,665
+89
248
$84K 0.02%
248
249
$84K 0.02%
1,108
250
$84K 0.02%
647
8 9
10
11 12