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
$271M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$6.88M
2
+$4.14M
3
+$1.83M
4
BND icon
Vanguard Total Bond Market
BND
+$1.04M
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$771K

Top Sells

1
+$435K
2
+$188K
3
+$159K
4
EWBC icon
East-West Bancorp
EWBC
+$159K
5
MSFT icon
Microsoft
MSFT
+$158K

Sector Composition

1 Technology 15.1%
2 Financials 9.86%
3 Healthcare 9.76%
4 Industrials 8.72%
5 Communication Services 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$23K 0.01%
300
352
$23K 0.01%
250
353
$23K 0.01%
600
354
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420
355
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425
356
$22K 0.01%
+834
357
$22K 0.01%
164
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358
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359
$22K 0.01%
120
360
$22K 0.01%
120
361
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400
362
$21K 0.01%
+352
363
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300
364
$21K 0.01%
+311
365
$21K 0.01%
250
366
$20K 0.01%
148
-52
367
$20K 0.01%
1,391
368
$20K 0.01%
358
369
$20K 0.01%
157
370
$20K 0.01%
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371
$20K 0.01%
182
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372
$20K 0.01%
145
373
$19K 0.01%
710
374
$19K 0.01%
400
375
$19K 0.01%
2,000
13 14
15
16 17