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
301
$25K 0.01%
174
302
$25K 0.01%
880
303
$25K 0.01%
487
304
$24K 0.01%
250
305
$24K 0.01%
396
306
$23K 0.01%
195
307
$23K 0.01%
653
308
$23K 0.01%
+1,262
309
$23K 0.01%
386
310
$22K 0.01%
271
311
$22K 0.01%
447
+1
312
$22K 0.01%
145
313
$21K 0.01%
1,300
314
$21K 0.01%
158
315
$20K 0.01%
200
316
$20K 0.01%
210
-264
317
$19K 0.01%
357
+2
318
$19K 0.01%
163
319
$19K 0.01%
159
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320
$19K 0.01%
100
321
$19K 0.01%
152
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322
$18K 0.01%
+1,148
323
$18K 0.01%
811
324
$18K 0.01%
464
325
$18K 0.01%
302
11 12
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14 15