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
$232M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$1.51M
3
+$1.1M
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$990K
5
BND icon
Vanguard Total Bond Market
BND
+$606K

Top Sells

1
+$277K
2
+$257K
3
+$244K
4
AMKR icon
Amkor Technology
AMKR
+$228K
5
POT
Potash Corp Of Saskatchewan
POT
+$206K

Sector Composition

1 Technology 16.28%
2 Healthcare 9.95%
3 Financials 9.82%
4 Industrials 9.51%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.3M 0.56%
26,376
+3,285
52
$1.27M 0.55%
43,740
-328
53
$1.26M 0.54%
57,313
-670
54
$1.2M 0.52%
214,035
-7,990
55
$1.2M 0.52%
37,980
-645
56
$1.19M 0.51%
26,952
+24,825
57
$1.19M 0.51%
22,813
58
$1.18M 0.51%
49,501
+12,410
59
$1.16M 0.5%
32,454
-7,187
60
$1.14M 0.49%
33,190
-300
61
$1.12M 0.48%
21,266
+195
62
$1.12M 0.48%
15,723
-185
63
$1.1M 0.48%
98,284
-3,942
64
$1M 0.43%
16,195
-570
65
$986K 0.43%
20,489
-797
66
$981K 0.42%
14,540
-280
67
$965K 0.42%
5,870
-30
68
$965K 0.42%
46,126
+16,397
69
$948K 0.41%
7,745
-161
70
$938K 0.41%
8,290
+638
71
$933K 0.4%
20,422
-295
72
$929K 0.4%
25,616
+1,346
73
$922K 0.4%
10,563
-173
74
$921K 0.4%
18,366
-335
75
$920K 0.4%
25,240
-2,875
1 2
3
4 5