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
$465M
AUM Growth
+$77.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$2.24M
3
+$2.06M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$1.91M
5
TRMK icon
Trustmark
TRMK
+$1.85M

Top Sells

1
+$40M
2
+$667K
3
+$466K
4
EEMX icon
SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
EEMX
+$412K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$344K

Sector Composition

1 Technology 11.01%
2 Healthcare 8.26%
3 Financials 8.09%
4 Consumer Staples 4.7%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$290K 0.06%
3,770
+300
152
$289K 0.06%
1,209
-138
153
$285K 0.06%
9,364
-2,138
154
$278K 0.06%
838
155
$273K 0.06%
2,943
-196
156
$273K 0.06%
1,625
157
$267K 0.06%
4,058
-175
158
$265K 0.06%
1,310
+52
159
$263K 0.06%
2,780
160
$263K 0.06%
1,061
161
$259K 0.06%
1,252
+26
162
$256K 0.06%
4,219
163
$250K 0.05%
4,237
+648
164
$248K 0.05%
721
-254
165
$247K 0.05%
1,761
-33
166
$245K 0.05%
1,328
-172
167
$244K 0.05%
2,063
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168
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3,833
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169
$232K 0.05%
2,140
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170
$229K 0.05%
6,558
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171
$228K 0.05%
2,982
-76
172
$226K 0.05%
3,437
-156
173
$217K 0.05%
1,091
-87
174
$215K 0.05%
3,377
-2,000
175
$213K 0.05%
1,696
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7
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