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
$250M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$1.49M
3
+$1.32M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.2M
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$749K

Top Sells

1
+$646K
2
+$160K
3
+$128K
4
PFE icon
Pfizer
PFE
+$125K
5
VYX icon
NCR Voyix
VYX
+$124K

Sector Composition

1 Technology 16.73%
2 Healthcare 9.74%
3 Industrials 9.03%
4 Financials 8.8%
5 Communication Services 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$16K 0.01%
315
377
$16K 0.01%
1,000
-306
378
$15K 0.01%
125
379
$15K 0.01%
800
380
$15K 0.01%
+5,400
381
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75
382
$15K 0.01%
+192
383
$15K 0.01%
450
-2,680
384
$15K 0.01%
325
-50
385
$14K 0.01%
+262
386
$14K 0.01%
349
387
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200
388
$14K 0.01%
+1,400
389
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250
390
$14K 0.01%
710
391
$14K 0.01%
252
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392
$14K 0.01%
875
393
$14K 0.01%
761
394
$13K 0.01%
125
395
$13K 0.01%
225
396
$13K 0.01%
169
397
$13K 0.01%
1,000
398
$12K ﹤0.01%
34
399
$12K ﹤0.01%
275
400
$12K ﹤0.01%
+163
14 15
16
17 18