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
451
$5K ﹤0.01%
41
452
$5K ﹤0.01%
50
453
$4K ﹤0.01%
320
454
$4K ﹤0.01%
+293
455
$4K ﹤0.01%
+67
456
$4K ﹤0.01%
350
457
$4K ﹤0.01%
+110
458
$4K ﹤0.01%
130
459
$4K ﹤0.01%
200
460
$4K ﹤0.01%
140
+30
461
$4K ﹤0.01%
283
-78
462
$4K ﹤0.01%
137
-120
463
$4K ﹤0.01%
150
464
$3K ﹤0.01%
375
465
$3K ﹤0.01%
30
466
$3K ﹤0.01%
102
467
$3K ﹤0.01%
78
468
$3K ﹤0.01%
91
469
$3K ﹤0.01%
+130
470
$2K ﹤0.01%
158
471
$2K ﹤0.01%
+8
472
$2K ﹤0.01%
+45
473
$2K ﹤0.01%
136
474
$2K ﹤0.01%
+74
475
$2K ﹤0.01%
100
17 18
19
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