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
$465M
AUM Growth
+$77.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$2.24M
3
+$2.06M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$1.91M
5
TRMK icon
Trustmark
TRMK
+$1.85M

Top Sells

1
+$40M
2
+$667K
3
+$466K
4
EEMX icon
SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
EEMX
+$412K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$344K

Sector Composition

1 Technology 11.01%
2 Healthcare 8.26%
3 Financials 8.09%
4 Consumer Staples 4.7%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$8K ﹤0.01%
33
452
$8K ﹤0.01%
120
-40
453
$8K ﹤0.01%
4
454
$7K ﹤0.01%
43
455
$7K ﹤0.01%
183
456
$7K ﹤0.01%
400
457
$7K ﹤0.01%
36
458
$7K ﹤0.01%
85
-2,566
459
$7K ﹤0.01%
+45
460
$6K ﹤0.01%
+28
461
$6K ﹤0.01%
26
-1
462
$6K ﹤0.01%
24
-1
463
$6K ﹤0.01%
+200
464
$6K ﹤0.01%
228
465
$6K ﹤0.01%
+18
466
$6K ﹤0.01%
317
467
$6K ﹤0.01%
500
468
$6K ﹤0.01%
91
469
$5K ﹤0.01%
28
-800
470
$5K ﹤0.01%
226
471
$5K ﹤0.01%
+142
472
$5K ﹤0.01%
190
+108
473
$5K ﹤0.01%
+50
474
$5K ﹤0.01%
238
475
$5K ﹤0.01%
16
+3
17 18
19
20 21