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
126
$335K 0.14%
11,405
-675
127
$324K 0.14%
2,167
128
$318K 0.14%
11,290
+5,820
129
$316K 0.14%
4,298
130
$316K 0.14%
3,331
131
$313K 0.14%
4,089
132
$308K 0.13%
2,811
-52
133
$306K 0.13%
2,968
134
$299K 0.13%
8,615
135
$299K 0.13%
6,630
136
$292K 0.13%
1,713
-427
137
$281K 0.12%
1,249
138
$281K 0.12%
6,153
+8
139
$280K 0.12%
12,790
140
$273K 0.12%
11,060
141
$271K 0.12%
940
-37
142
$269K 0.12%
6,135
143
$262K 0.11%
5,985
-320
144
$261K 0.11%
19,225
-1,005
145
$260K 0.11%
1,397
146
$246K 0.11%
2,365
147
$243K 0.11%
2,346
148
$236K 0.1%
4,800
+1
149
$235K 0.1%
205
-51
150
$235K 0.1%
981
-10
4 5
6
7 8