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
$250M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$1.49M
3
+$1.32M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.2M
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$749K

Top Sells

1
+$646K
2
+$160K
3
+$128K
4
PFE icon
Pfizer
PFE
+$125K
5
VYX icon
NCR Voyix
VYX
+$124K

Sector Composition

1 Technology 16.73%
2 Healthcare 9.74%
3 Industrials 9.03%
4 Financials 8.8%
5 Communication Services 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$33K 0.01%
637
302
$33K 0.01%
896
303
$33K 0.01%
628
-170
304
$33K 0.01%
1,084
-1,340
305
$33K 0.01%
279
306
$32K 0.01%
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+400
307
$31K 0.01%
200
308
$30K 0.01%
987
-76
309
$30K 0.01%
268
-60
310
$29K 0.01%
2,712
-24
311
$29K 0.01%
+1,056
312
$29K 0.01%
595
313
$29K 0.01%
1,422
314
$28K 0.01%
500
315
$28K 0.01%
+2,300
316
$28K 0.01%
3,376
+16
317
$28K 0.01%
410
318
$28K 0.01%
545
319
$27K 0.01%
400
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320
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322
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334
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230
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324
$27K 0.01%
450
325
$27K 0.01%
328
11 12
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