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
$232M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$1.51M
3
+$1.1M
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$990K
5
BND icon
Vanguard Total Bond Market
BND
+$606K

Top Sells

1
+$277K
2
+$257K
3
+$244K
4
AMKR icon
Amkor Technology
AMKR
+$228K
5
POT
Potash Corp Of Saskatchewan
POT
+$206K

Sector Composition

1 Technology 16.28%
2 Healthcare 9.95%
3 Financials 9.82%
4 Industrials 9.51%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$12.2K 0.01%
349
377
$11.9K 0.01%
34
378
$11.9K 0.01%
360
379
$11.7K 0.01%
169
380
$10.9K ﹤0.01%
+390
381
$10.5K ﹤0.01%
+112
382
$10.4K ﹤0.01%
306
383
$10.3K ﹤0.01%
150
384
$10.2K ﹤0.01%
+66
385
$10K ﹤0.01%
875
-60
386
$9.94K ﹤0.01%
171
387
$9.68K ﹤0.01%
202
388
$9.17K ﹤0.01%
275
389
$8.84K ﹤0.01%
670
390
$8.75K ﹤0.01%
35
391
$8.66K ﹤0.01%
73
392
$8.63K ﹤0.01%
189
393
$8.57K ﹤0.01%
118
394
$8.56K ﹤0.01%
81
395
$8.32K ﹤0.01%
110
396
$7.84K ﹤0.01%
189
397
$7.84K ﹤0.01%
+88
398
$7.83K ﹤0.01%
313
-73
399
$7.66K ﹤0.01%
1,087
400
$7.48K ﹤0.01%
100
14 15
16
17 18