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
151
$232K 0.1%
1,980
152
$220K 0.1%
8,108
-225
153
$219K 0.09%
4,157
+30
154
$217K 0.09%
4,009
155
$213K 0.09%
3,691
-785
156
$211K 0.09%
2,866
+765
157
$204K 0.09%
6,828
158
$199K 0.09%
3,140
159
$197K 0.09%
1,621
-155
160
$195K 0.08%
6,229
161
$194K 0.08%
13,190
-2,822
162
$192K 0.08%
2,589
-150
163
$192K 0.08%
824
164
$190K 0.08%
2,770
-66
165
$190K 0.08%
5,040
166
$181K 0.08%
2,469
167
$178K 0.08%
14,156
+87
168
$177K 0.08%
4,460
-40
169
$176K 0.08%
3,000
170
$174K 0.08%
1,191
171
$166K 0.07%
2,411
-104
172
$165K 0.07%
+3,244
173
$160K 0.07%
+2,130
174
$160K 0.07%
4,386
175
$158K 0.07%
+2,616
5 6
7
8 9