HDIM

Hanson & Doremus Investment Management Portfolio holdings

AUM $832M
1-Year Est. Return 21.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.33%
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 15.59%
2 Industrials 10.2%
3 Healthcare 9.95%
4 Financials 9.82%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$635 ﹤0.01%
37
452
$619 ﹤0.01%
51
453
$601 ﹤0.01%
5
454
$478 ﹤0.01%
8
455
$150 ﹤0.01%
+120
456
$133 ﹤0.01%
+6
457
$107 ﹤0.01%
6
458
$44 ﹤0.01%
5
459
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460
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-2,930
461
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-516
462
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-3,887
463
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-703
464
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-1,720
465
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-107
466
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467
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468
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469
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-848
470
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0
471
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-270
472
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-336
473
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-240
474
– –
-5,259
475
– –
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16 17 18
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