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
251
$69K 0.03%
816
-94
252
$69K 0.03%
1,648
253
$66K 0.03%
920
+570
254
$65K 0.03%
2,981
255
$64K 0.03%
3,914
256
$63K 0.03%
4,305
-2,830
257
$63K 0.03%
466
-238
258
$59K 0.02%
1,815
-70
259
$58K 0.02%
1,122
-1,915
260
$56K 0.02%
585
261
$55K 0.02%
+2,850
262
$55K 0.02%
1,653
263
$54K 0.02%
1,403
264
$53K 0.02%
837
265
$53K 0.02%
1,555
266
$52K 0.02%
3,504
267
$52K 0.02%
589
268
$50K 0.02%
2,405
-900
269
$49K 0.02%
3,159
270
$48K 0.02%
939
271
$48K 0.02%
1,080
272
$48K 0.02%
362
+22
273
$47K 0.02%
610
+392
274
$47K 0.02%
1,200
275
$46K 0.02%
391
9 10
11
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