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
276
$43K 0.01%
620
-800
277
$42K 0.01%
292
278
$39K 0.01%
188
-27
279
$37K 0.01%
65
280
$37K 0.01%
120
281
$37K 0.01%
202
282
$35K 0.01%
360
283
$33K 0.01%
7,490
-3,555
284
$33K 0.01%
185
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285
$32K 0.01%
169
286
$32K 0.01%
533
+62
287
$31K 0.01%
136
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288
$31K 0.01%
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289
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290
$31K 0.01%
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291
$31K 0.01%
520
292
$30K 0.01%
390
293
$29K 0.01%
135
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294
$29K 0.01%
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295
$28K 0.01%
366
296
$27K 0.01%
1,321
297
$27K 0.01%
377
298
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181
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299
$27K 0.01%
3,532
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300
$25K 0.01%
865
-47
10 11
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