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
401
$12K ﹤0.01%
210
+1
402
$12K ﹤0.01%
+400
403
$11K ﹤0.01%
175
404
$11K ﹤0.01%
306
405
$11K ﹤0.01%
335
406
$10K ﹤0.01%
275
407
$10K ﹤0.01%
+82
408
$10K ﹤0.01%
73
409
$10K ﹤0.01%
202
410
$10K ﹤0.01%
+1,680
411
$10K ﹤0.01%
281
-47
412
$9K ﹤0.01%
670
413
$9K ﹤0.01%
54
-12
414
$9K ﹤0.01%
35
415
$9K ﹤0.01%
+80
416
$9K ﹤0.01%
+230
417
$9K ﹤0.01%
81
418
$8K ﹤0.01%
+200
419
$8K ﹤0.01%
189
420
$8K ﹤0.01%
1,087
421
$8K ﹤0.01%
79
-33
422
$8K ﹤0.01%
257
-133
423
$7K ﹤0.01%
50
424
$7K ﹤0.01%
105
-66
425
$7K ﹤0.01%
120
-175
15 16
17
18 19