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
$250M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$1.49M
3
+$1.32M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.2M
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$749K

Top Sells

1
+$646K
2
+$160K
3
+$128K
4
PFE icon
Pfizer
PFE
+$125K
5
VYX icon
NCR Voyix
VYX
+$124K

Sector Composition

1 Technology 16.73%
2 Healthcare 9.74%
3 Industrials 9.03%
4 Financials 8.8%
5 Communication Services 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4K ﹤0.01%
320
452
$3K ﹤0.01%
+91
453
$3K ﹤0.01%
78
454
$3K ﹤0.01%
102
455
$3K ﹤0.01%
150
456
$3K ﹤0.01%
375
457
$2K ﹤0.01%
27
-27
458
$2K ﹤0.01%
245
459
$2K ﹤0.01%
136
460
$2K ﹤0.01%
158
461
$2K ﹤0.01%
361
-169
462
$2K ﹤0.01%
180
463
$2K ﹤0.01%
400
-2,900
464
$1K ﹤0.01%
470
465
– –
0
466
$1K ﹤0.01%
100
467
$1K ﹤0.01%
42
468
$1K ﹤0.01%
5
469
$1K ﹤0.01%
50
-1
470
$1K ﹤0.01%
8
471
– –
-100
472
– –
-600
473
– –
-120
474
– –
-770
475
$0 ﹤0.01%
6
16 17 18
19
20