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
$335M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$853K
3
+$698K
4
IBM icon
IBM
IBM
+$648K
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$589K

Top Sells

1
+$655K
2
+$562K
3
+$503K
4
MLCO icon
Melco Resorts & Entertainment
MLCO
+$368K
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$359K

Sector Composition

1 Technology 12.52%
2 Healthcare 8%
3 Financials 5.42%
4 Communication Services 4.87%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.18M 0.65%
40,093
+4,398
27
$2.16M 0.65%
27,311
+496
28
$2.08M 0.62%
13,938
-152
29
$2.05M 0.61%
12,419
+612
30
$2.02M 0.6%
14,542
-199
31
$2M 0.6%
4,161
-375
32
$1.97M 0.59%
16,967
+5,574
33
$1.97M 0.59%
10,719
-164
34
$1.93M 0.58%
49,364
-428
35
$1.89M 0.57%
14,673
-414
36
$1.88M 0.56%
30,411
+9,520
37
$1.86M 0.55%
19,283
+98
38
$1.85M 0.55%
7,374
+402
39
$1.84M 0.55%
119,635
-7,805
40
$1.83M 0.55%
177,715
-5,917
41
$1.79M 0.53%
10,081
42
$1.68M 0.5%
11,258
-940
43
$1.67M 0.5%
16,043
+1,394
44
$1.6M 0.48%
25,357
-1,535
45
$1.56M 0.47%
37,141
-6,134
46
$1.53M 0.46%
23,297
-977
47
$1.48M 0.44%
7,385
+1,640
48
$1.45M 0.43%
11,702
+527
49
$1.44M 0.43%
27,833
+9,605
50
$1.35M 0.4%
18,420
+2,460
1
2
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