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
51
$1.4M 0.56%
7,636
-499
52
$1.38M 0.55%
47,083
-22,000
53
$1.37M 0.55%
14,816
-70
54
$1.36M 0.55%
7,961
55
$1.32M 0.53%
22,543
-270
56
$1.32M 0.53%
195,125
-18,910
57
$1.31M 0.53%
16,804
+120
58
$1.28M 0.51%
32,228
-226
59
$1.25M 0.5%
22,615
-15
60
$1.25M 0.5%
15,453
-270
61
$1.22M 0.49%
53,588
+7,462
62
$1.17M 0.47%
32,930
-260
63
$1.16M 0.47%
37,049
-931
64
$1.14M 0.46%
9,944
+1,654
65
$1.12M 0.45%
7,575
+1,289
66
$1.08M 0.43%
20,451
-38
67
$1.03M 0.41%
10,515
+852
68
$1.03M 0.41%
32,950
+1,203
69
$1.01M 0.4%
5,855
-15
70
$976K 0.39%
94,361
-3,923
71
$946K 0.38%
10,412
-151
72
$933K 0.37%
73,702
-656
73
$916K 0.37%
18,366
74
$907K 0.36%
7,524
-221
75
$880K 0.35%
14,315
-225
1 2
3
4 5