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
251
$84K 0.02%
573
-358
252
$83K 0.02%
414
253
$81K 0.02%
803
-575
254
$81K 0.02%
626
255
$79K 0.02%
456
-265
256
$78K 0.02%
585
-41
257
$77K 0.02%
815
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258
$76K 0.02%
902
259
$75K 0.02%
3,060
-5,910
260
$75K 0.02%
585
261
$74K 0.02%
1,842
-383
262
$74K 0.02%
715
263
$74K 0.02%
743
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264
$74K 0.02%
947
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265
$71K 0.02%
146
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266
$71K 0.02%
496
267
$71K 0.02%
2,088
268
$70K 0.02%
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269
$70K 0.02%
128
270
$67K 0.01%
724
271
$67K 0.01%
+1,575
272
$66K 0.01%
1,710
273
$65K 0.01%
1,051
+884
274
$65K 0.01%
391
+29
275
$64K 0.01%
1,947
9 10
11
12 13