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
301
$49K 0.01%
203
-61
302
$49K 0.01%
210
+41
303
$49K 0.01%
362
304
$49K 0.01%
1,428
-19,446
305
$49K 0.01%
534
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306
$48K 0.01%
223
307
$47K 0.01%
+1,200
308
$47K 0.01%
3,529
309
$46K 0.01%
474
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310
$46K 0.01%
1,196
311
$46K 0.01%
1,993
312
$45K 0.01%
711
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313
$45K 0.01%
1,350
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314
$45K 0.01%
4,482
-10,470
315
$44K 0.01%
881
316
$44K 0.01%
526
317
$43K 0.01%
317
-100
318
$43K 0.01%
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319
$43K 0.01%
250
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$42K 0.01%
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322
$42K 0.01%
287
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323
$41K 0.01%
1,111
-35
324
$40K 0.01%
119
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325
$40K 0.01%
390
11 12
13
14 15