HDIM

Hanson & Doremus Investment Management Portfolio holdings

AUM $832M
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
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
+$2.6M
2
+$1.45M
3
+$1.32M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.17M
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$715K

Top Sells

1
+$635K
2
+$154K
3
+$122K
4
SHPG
Shire pic
SHPG
+$121K
5
VYX icon
NCR Voyix
VYX
+$121K

Sector Composition

1 Technology 16.18%
2 Healthcare 9.74%
3 Industrials 9.58%
4 Financials 8.8%
5 Communication Services 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$7K ﹤0.01%
263
-50
427
$7K ﹤0.01%
+250
428
$6K ﹤0.01%
+52
429
$6K ﹤0.01%
71
-17
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$6K ﹤0.01%
200
431
$6K ﹤0.01%
195
432
$6K ﹤0.01%
759
433
$6K ﹤0.01%
89
434
$6K ﹤0.01%
618
435
$6K ﹤0.01%
+125
436
$6K ﹤0.01%
30
437
$5K ﹤0.01%
28
438
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85
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$5K ﹤0.01%
68
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$5K ﹤0.01%
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441
$5K ﹤0.01%
78
442
$5K ﹤0.01%
41
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$5K ﹤0.01%
38
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$4K ﹤0.01%
200
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$4K ﹤0.01%
+110
446
$4K ﹤0.01%
350
447
$4K ﹤0.01%
300
448
$4K ﹤0.01%
50
449
$4K ﹤0.01%
130
450
$4K ﹤0.01%
30
16 17
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