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
326
$26K 0.01%
782
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327
$26K 0.01%
450
328
$25K 0.01%
65
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$25K 0.01%
743
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$24K 0.01%
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$24K 0.01%
300
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$24K 0.01%
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334
$24K 0.01%
965
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$24K 0.01%
395
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336
$24K 0.01%
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337
$24K 0.01%
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338
$23K 0.01%
879
339
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+250
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450
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$22K 0.01%
1,300
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342
$22K 0.01%
400
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343
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344
$22K 0.01%
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$21K 0.01%
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346
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347
$21K 0.01%
250
348
$21K 0.01%
450
349
$21K 0.01%
2,000
350
$21K 0.01%
425
+50
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