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
276
$63K 0.01%
892
277
$62K 0.01%
894
278
$62K 0.01%
194
279
$61K 0.01%
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280
$61K 0.01%
+1,530
281
$60K 0.01%
245
282
$59K 0.01%
157
283
$58K 0.01%
890
284
$58K 0.01%
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285
$57K 0.01%
+2,340
286
$57K 0.01%
9,851
-3,030
287
$56K 0.01%
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288
$56K 0.01%
413
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289
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1,586
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290
$55K 0.01%
390
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291
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292
$54K 0.01%
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293
$53K 0.01%
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294
$53K 0.01%
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295
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296
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297
$53K 0.01%
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298
$53K 0.01%
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299
$50K 0.01%
435
300
$50K 0.01%
315
+1
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