HDIM

Hanson & Doremus Investment Management Portfolio holdings

AUM $869M
1-Year Est. Return 23.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.79%
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
+$2.6M
2
+$1.45M
3
+$1.32M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.17M
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$715K

Top Sells

1
+$635K
2
+$154K
3
+$122K
4
SHPG
Shire pic
SHPG
+$121K
5
VYX icon
NCR Voyix
VYX
+$121K

Sector Composition

1 Technology 16.18%
2 Healthcare 9.74%
3 Industrials 9.58%
4 Financials 8.8%
5 Communication Services 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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