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
$271M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$6.88M
2
+$4.14M
3
+$1.83M
4
BND icon
Vanguard Total Bond Market
BND
+$1.04M
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$771K

Top Sells

1
+$435K
2
+$188K
3
+$159K
4
EWBC icon
East-West Bancorp
EWBC
+$159K
5
MSFT icon
Microsoft
MSFT
+$158K

Sector Composition

1 Technology 15.1%
2 Financials 9.86%
3 Healthcare 9.76%
4 Industrials 8.72%
5 Communication Services 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2K ﹤0.01%
+8
477
$2K ﹤0.01%
158
478
$1K ﹤0.01%
470
479
– –
0
480
$1K ﹤0.01%
+9
481
$1K ﹤0.01%
+27
482
$1K ﹤0.01%
+19
483
$1K ﹤0.01%
+15
484
$1K ﹤0.01%
42
485
$1K ﹤0.01%
+24
486
$1K ﹤0.01%
+74
487
$1K ﹤0.01%
+358
488
$0 ﹤0.01%
6
489
– –
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494
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495
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496
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497
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498
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499
– –
-75
500
$0 ﹤0.01%
5
17 18 19
20
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