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
326
$39K 0.01%
620
327
$39K 0.01%
302
328
$38K 0.01%
208
329
$38K 0.01%
+1,800
330
$38K 0.01%
421
331
$38K 0.01%
188
332
$37K 0.01%
938
333
$37K 0.01%
+464
334
$37K 0.01%
126
+26
335
$36K 0.01%
366
336
$35K 0.01%
351
337
$34K 0.01%
109
-44
338
$34K 0.01%
2,000
339
$33K 0.01%
109
+9
340
$33K 0.01%
567
+92
341
$33K 0.01%
5,754
-1,445
342
$32K 0.01%
452
343
$32K 0.01%
220
+41
344
$31K 0.01%
171
345
$30K 0.01%
167
-59
346
$30K 0.01%
112
-301
347
$30K 0.01%
1,824
-233
348
$30K 0.01%
+400
349
$30K 0.01%
800
350
$29K 0.01%
172
-30
12 13
14
15 16