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
376
$24K 0.01%
4,521
377
$24K 0.01%
300
378
$24K 0.01%
3,844
-2,132
379
$24K 0.01%
312
380
$23K 0.01%
122
-125
381
$23K 0.01%
754
+6
382
$23K 0.01%
+164
383
$23K 0.01%
1,952
+1,088
384
$22K ﹤0.01%
1,190
385
$22K ﹤0.01%
364
386
$22K ﹤0.01%
30
387
$22K ﹤0.01%
277
+71
388
$22K ﹤0.01%
75
389
$21K ﹤0.01%
200
390
$21K ﹤0.01%
1,331
391
$21K ﹤0.01%
176
-16
392
$20K ﹤0.01%
475
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393
$20K ﹤0.01%
1,035
+400
394
$20K ﹤0.01%
75
+6
395
$20K ﹤0.01%
145
396
$19K ﹤0.01%
196
397
$19K ﹤0.01%
383
+220
398
$18K ﹤0.01%
368
399
$18K ﹤0.01%
45
+6
400
$18K ﹤0.01%
250
14 15
16
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