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
151
$222K 0.07%
744
-45
152
$221K 0.07%
869
153
$220K 0.07%
3,451
-738
154
$218K 0.07%
989
-227
155
$216K 0.06%
4,277
+187
156
$212K 0.06%
1,518
157
$205K 0.06%
1,678
-370
158
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1,059
159
$205K 0.06%
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-45
160
$193K 0.06%
1,926
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161
$190K 0.06%
2,439
162
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163
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164
$187K 0.06%
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166
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167
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169
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170
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171
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172
$169K 0.05%
500
173
$167K 0.05%
3,008
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174
$166K 0.05%
18,442
-310
175
$163K 0.05%
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5 6
7
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