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
376
$19K 0.01%
100
377
$18K 0.01%
300
378
$18K 0.01%
573
379
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200
380
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400
381
$18K 0.01%
255
382
$18K 0.01%
273
383
$18K 0.01%
+325
384
$17K 0.01%
200
385
$17K 0.01%
460
+230
386
$17K 0.01%
850
-2,000
387
$16K 0.01%
262
388
$16K 0.01%
605
-100
389
$16K 0.01%
125
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390
$16K 0.01%
300
391
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315
392
$16K 0.01%
200
393
$16K 0.01%
250
394
$15K 0.01%
125
395
$15K 0.01%
1,000
396
$14K 0.01%
104
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397
$14K 0.01%
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398
$14K 0.01%
200
399
$14K 0.01%
250
400
$14K 0.01%
710
14 15
16
17 18