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
401
$18K ﹤0.01%
162
402
$17K ﹤0.01%
150
403
$17K ﹤0.01%
453
404
$17K ﹤0.01%
132
405
$17K ﹤0.01%
500
406
$17K ﹤0.01%
224
-45
407
$17K ﹤0.01%
345
+130
408
$16K ﹤0.01%
200
409
$16K ﹤0.01%
448
410
$16K ﹤0.01%
390
411
$16K ﹤0.01%
202
412
$16K ﹤0.01%
452
413
$15K ﹤0.01%
518
-14,224
414
$15K ﹤0.01%
1,300
415
$15K ﹤0.01%
55
416
$15K ﹤0.01%
111
417
$15K ﹤0.01%
+134
418
$14K ﹤0.01%
163
419
$14K ﹤0.01%
100
420
$14K ﹤0.01%
+1,138
421
$14K ﹤0.01%
470
-141
422
$14K ﹤0.01%
550
423
$14K ﹤0.01%
336
-146
424
$13K ﹤0.01%
320
425
$13K ﹤0.01%
+168
15 16
17
18 19