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
326
$17K 0.01%
373
327
$17K 0.01%
686
328
$17K 0.01%
1,422
-950
329
$17K 0.01%
460
-200
330
$17K 0.01%
55
331
$17K 0.01%
400
332
$16K ﹤0.01%
200
333
$16K ﹤0.01%
809
334
$16K ﹤0.01%
40
-17
335
$16K ﹤0.01%
50
-37
336
$16K ﹤0.01%
1,435
337
$16K ﹤0.01%
147
338
$15K ﹤0.01%
139
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339
$15K ﹤0.01%
349
340
$15K ﹤0.01%
151
341
$15K ﹤0.01%
312
342
$15K ﹤0.01%
75
343
$15K ﹤0.01%
487
344
$15K ﹤0.01%
656
+2
345
$14K ﹤0.01%
320
346
$14K ﹤0.01%
808
347
$14K ﹤0.01%
104
+1
348
$14K ﹤0.01%
306
349
$14K ﹤0.01%
282
+72
350
$13K ﹤0.01%
600
12 13
14
15 16