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
476
– –
-360
477
$0 ﹤0.01%
5
478
– –
-118
479
– –
-104
480
– –
-68
481
– –
-596
482
– –
-84
483
– –
-940
484
– –
-93
485
– –
-61
486
– –
-39
487
– –
-110
488
– –
-37
489
– –
-37
490
$0 ﹤0.01%
6
491
– –
-770
492
– –
-120
493
– –
-600
494
– –
-100
16 17 18 19
20