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
$465M
AUM Growth
+$77.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$2.24M
3
+$2.06M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$1.91M
5
TRMK icon
Trustmark
TRMK
+$1.85M

Top Sells

1
+$40M
2
+$667K
3
+$466K
4
EEMX icon
SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
EEMX
+$412K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$344K

Sector Composition

1 Technology 11.01%
2 Healthcare 8.26%
3 Financials 8.09%
4 Consumer Staples 4.7%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4K ﹤0.01%
98
477
$4K ﹤0.01%
+34
478
$4K ﹤0.01%
65
479
$4K ﹤0.01%
+16
480
$4K ﹤0.01%
+75
481
$4K ﹤0.01%
240
482
$4K ﹤0.01%
112
483
$4K ﹤0.01%
33
-120
484
$4K ﹤0.01%
163
+86
485
$3K ﹤0.01%
+100
486
$3K ﹤0.01%
61
+15
487
$3K ﹤0.01%
124
-120
488
$3K ﹤0.01%
40
489
$2K ﹤0.01%
+36
490
$2K ﹤0.01%
+29
491
$2K ﹤0.01%
4
-11
492
$2K ﹤0.01%
+193
493
$2K ﹤0.01%
59
-640
494
$2K ﹤0.01%
+7
495
$2K ﹤0.01%
483
496
$2K ﹤0.01%
200
497
$2K ﹤0.01%
+17
498
$2K ﹤0.01%
+46
499
$2K ﹤0.01%
15
500
$1K ﹤0.01%
+100
18 19
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