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
351
$29K 0.01%
+1,608
352
$29K 0.01%
640
353
$29K 0.01%
634
354
$29K 0.01%
3,328
+45
355
$29K 0.01%
605
356
$29K 0.01%
123
357
$29K 0.01%
683
358
$28K 0.01%
613
359
$28K 0.01%
1,870
360
$28K 0.01%
546
361
$27K 0.01%
480
-50
362
$27K 0.01%
328
363
$27K 0.01%
396
364
$27K 0.01%
145
365
$27K 0.01%
386
366
$26K 0.01%
161
+1
367
$26K 0.01%
795
-52
368
$25K 0.01%
+534
369
$25K 0.01%
809
370
$25K 0.01%
78
-47
371
$25K 0.01%
1,237
+23
372
$25K 0.01%
789
+465
373
$24K 0.01%
454
374
$24K 0.01%
+475
375
$24K 0.01%
174
+23
13 14
15
16 17