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
$335M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$853K
3
+$698K
4
IBM icon
IBM
IBM
+$648K
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$589K

Top Sells

1
+$655K
2
+$562K
3
+$503K
4
MLCO icon
Melco Resorts & Entertainment
MLCO
+$368K
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$359K

Sector Composition

1 Technology 12.52%
2 Healthcare 8%
3 Financials 5.42%
4 Communication Services 4.87%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$340K 0.1%
52,248
-5,715
127
$336K 0.1%
6,200
-1,122
128
$327K 0.1%
6,397
-70
129
$325K 0.1%
6,278
-363
130
$318K 0.09%
2,469
-74
131
$315K 0.09%
9,603
-1,960
132
$315K 0.09%
2,513
+118
133
$313K 0.09%
5,773
-250
134
$304K 0.09%
7,042
135
$303K 0.09%
10,328
+2,710
136
$300K 0.09%
+2,947
137
$296K 0.09%
7,148
-1,572
138
$288K 0.09%
1,344
139
$287K 0.09%
7,982
+177
140
$272K 0.08%
2,330
141
$268K 0.08%
29,494
-1,310
142
$264K 0.08%
1,500
143
$253K 0.08%
15,049
-4,863
144
$239K 0.07%
3,929
-130
145
$234K 0.07%
1,585
146
$233K 0.07%
839
147
$231K 0.07%
4,503
148
$230K 0.07%
7,717
-935
149
$229K 0.07%
1,139
+53
150
$227K 0.07%
1,155
-46
4 5
6
7 8