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
251
$58.9K 0.03%
1,653
252
$58.8K 0.03%
585
253
$57.7K 0.02%
1,540
254
$53.6K 0.02%
3,914
-1,250
255
$52K 0.02%
874
256
$51.4K 0.02%
1,555
257
$50.9K 0.02%
3,504
258
$50.5K 0.02%
+520
259
$49.2K 0.02%
60
-20
260
$48.7K 0.02%
1,403
261
$47.8K 0.02%
837
262
$47.6K 0.02%
+939
263
$46.1K 0.02%
589
264
$45.8K 0.02%
+391
265
$45K 0.02%
+429
266
$44.6K 0.02%
804
267
$43.3K 0.02%
500
268
$42K 0.02%
545
+210
269
$41.8K 0.02%
1,200
270
$41.5K 0.02%
1,080
-50
271
$41.3K 0.02%
1,035
272
$41.2K 0.02%
496
273
$40.8K 0.02%
4,270
274
$40.7K 0.02%
340
275
$39.9K 0.02%
379
9 10
11
12 13