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
151
$233K 0.09%
4,690
-110
152
$226K 0.09%
11,785
-1,005
153
$221K 0.09%
2,091
-255
154
$219K 0.09%
6,590
-4,815
155
$218K 0.09%
2,634
+1,110
156
$213K 0.09%
16,710
-2,515
157
$213K 0.09%
5,040
158
$213K 0.09%
2,365
+1,470
159
$210K 0.08%
2,704
-162
160
$210K 0.08%
1,621
161
$208K 0.08%
6,468
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162
$205K 0.08%
2,589
163
$202K 0.08%
878
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164
$200K 0.08%
+6,679
165
$198K 0.08%
2,469
166
$197K 0.08%
3,994
-15
167
$195K 0.08%
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168
$195K 0.08%
4,600
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169
$192K 0.08%
2,770
170
$190K 0.08%
1,580
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171
$180K 0.07%
6,229
172
$180K 0.07%
30,921
173
$178K 0.07%
1,019
-694
174
$170K 0.07%
6,375
175
$167K 0.07%
2,368
-43
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7
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