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
26
$2.37M 0.95%
14,108
-222
27
$2.2M 0.88%
33,244
-857
28
$2.16M 0.87%
41,007
+1,453
29
$2.01M 0.8%
59,112
-335
30
$2M 0.8%
106,760
+2,976
31
$1.94M 0.78%
30,721
-1,785
32
$1.9M 0.76%
23,132
-1,038
33
$1.79M 0.72%
32,992
+725
34
$1.78M 0.71%
45,194
+213
35
$1.77M 0.71%
20,104
-428
36
$1.76M 0.7%
28,990
+84
37
$1.74M 0.7%
17,785
-90
38
$1.69M 0.68%
28,306
-353
39
$1.65M 0.66%
142,248
-4,530
40
$1.65M 0.66%
39,680
-1,120
41
$1.59M 0.64%
49,508
+10,135
42
$1.58M 0.63%
12,696
+168
43
$1.52M 0.61%
42,380
-1,360
44
$1.52M 0.61%
74,807
-905
45
$1.51M 0.61%
29,307
-865
46
$1.5M 0.6%
16,734
+180
47
$1.5M 0.6%
63,768
+14,267
48
$1.46M 0.58%
29,493
+3,117
49
$1.45M 0.58%
21,126
-140
50
$1.41M 0.56%
56,523
-790
1
2
3 4 5