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
251
$59K 0.02%
787
252
$59K 0.02%
4,875
-600
253
$56K 0.02%
120
254
$55K 0.02%
2,443
-300
255
$54K 0.02%
500
256
$54K 0.02%
920
257
$54K 0.02%
628
258
$54K 0.02%
584
259
$50K 0.01%
538
260
$50K 0.01%
1,706
261
$50K 0.01%
537
262
$50K 0.01%
1,534
-216
263
$49K 0.01%
2,075
264
$48K 0.01%
1,361
265
$46K 0.01%
1,090
-855
266
$46K 0.01%
+1,274
267
$45K 0.01%
3,600
268
$45K 0.01%
4,807
-2,070
269
$45K 0.01%
1,250
+200
270
$45K 0.01%
440
271
$44K 0.01%
218
-45
272
$44K 0.01%
165
273
$44K 0.01%
3,645
274
$44K 0.01%
742
275
$44K 0.01%
302
9 10
11
12 13