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
426
$4.02K ﹤0.01%
90
427
$3.99K ﹤0.01%
300
428
$3.98K ﹤0.01%
84
429
$3.92K ﹤0.01%
350
430
$3.86K ﹤0.01%
200
431
$3.79K ﹤0.01%
130
432
$3.7K ﹤0.01%
320
433
$3.68K ﹤0.01%
150
434
$3.64K ﹤0.01%
375
435
$3.35K ﹤0.01%
30
436
$3.31K ﹤0.01%
54
437
$2.81K ﹤0.01%
+78
438
$2.8K ﹤0.01%
100
439
$2.67K ﹤0.01%
530
-80
440
$2.58K ﹤0.01%
102
441
$2.44K ﹤0.01%
45
442
$2.42K ﹤0.01%
37
443
$2.3K ﹤0.01%
180
444
$2.06K ﹤0.01%
136
-310
445
$1.9K ﹤0.01%
245
446
$1.89K ﹤0.01%
158
447
$1.46K ﹤0.01%
42
448
$1.33K ﹤0.01%
100
449
– –
0
450
$729 ﹤0.01%
470
16 17
18
19 20