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
401
$7.07K ﹤0.01%
446
-1,017
402
$6.74K ﹤0.01%
50
403
$6.74K ﹤0.01%
100
404
$6.7K ﹤0.01%
61
-30
405
$6.48K ﹤0.01%
383
406
$5.93K ﹤0.01%
335
407
$5.83K ﹤0.01%
89
408
$5.55K ﹤0.01%
195
409
$5.46K ﹤0.01%
78
410
$5.41K ﹤0.01%
200
411
$5.25K ﹤0.01%
41
412
$5.21K ﹤0.01%
600
413
$5.17K ﹤0.01%
759
414
$5.1K ﹤0.01%
68
415
$4.98K ﹤0.01%
100
-116
416
$4.74K ﹤0.01%
39
417
$4.74K ﹤0.01%
104
418
$4.73K ﹤0.01%
85
419
$4.71K ﹤0.01%
38
420
$4.69K ﹤0.01%
93
421
$4.56K ﹤0.01%
68
422
$4.31K ﹤0.01%
168
+40
423
$4.15K ﹤0.01%
50
424
$4.12K ﹤0.01%
30
-20
425
$4.07K ﹤0.01%
28
15 16
17
18 19