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
276
$38.9K 0.02%
+798
277
$38.7K 0.02%
640
278
$38.7K 0.02%
+351
279
$37.9K 0.02%
636
+6
280
$37.8K 0.02%
3,159
281
$37.5K 0.02%
300
282
$37K 0.02%
870
283
$36.2K 0.02%
+471
284
$35.9K 0.02%
+328
285
$35.3K 0.02%
702
286
$35.2K 0.02%
300
287
$34.1K 0.01%
1,063
-20
288
$33.2K 0.01%
279
+200
289
$33.1K 0.01%
1,294
-218
290
$33K 0.01%
260
291
$32.8K 0.01%
595
292
$32.7K 0.01%
6,555
-4,335
293
$32.5K 0.01%
896
-25
294
$31.7K 0.01%
2,457
295
$31.5K 0.01%
1,422
-910
296
$31.4K 0.01%
421
297
$31.1K 0.01%
637
-263
298
$30.9K 0.01%
410
299
$30.4K 0.01%
940
300
$29.9K 0.01%
475
10 11
12
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