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
$271M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$6.88M
2
+$4.14M
3
+$1.83M
4
BND icon
Vanguard Total Bond Market
BND
+$1.04M
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$771K

Top Sells

1
+$435K
2
+$188K
3
+$159K
4
EWBC icon
East-West Bancorp
EWBC
+$159K
5
MSFT icon
Microsoft
MSFT
+$158K

Sector Composition

1 Technology 15.1%
2 Financials 9.86%
3 Healthcare 9.76%
4 Industrials 8.72%
5 Communication Services 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$9K ﹤0.01%
54
427
$9K ﹤0.01%
79
428
$8K ﹤0.01%
200
429
$8K ﹤0.01%
670
430
$8K ﹤0.01%
120
431
$7K ﹤0.01%
72
+1
432
$7K ﹤0.01%
+85
433
$7K ﹤0.01%
50
434
$7K ﹤0.01%
+175
435
$7K ﹤0.01%
89
436
$7K ﹤0.01%
105
437
$7K ﹤0.01%
30
438
$7K ﹤0.01%
263
439
$6K ﹤0.01%
195
440
$6K ﹤0.01%
690
-69
441
$6K ﹤0.01%
+175
442
$6K ﹤0.01%
600
443
$6K ﹤0.01%
125
444
$6K ﹤0.01%
38
445
$5K ﹤0.01%
+200
446
$5K ﹤0.01%
28
447
$5K ﹤0.01%
85
448
$5K ﹤0.01%
90
449
$5K ﹤0.01%
135
-300
450
$5K ﹤0.01%
300
16 17
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