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
176
$158K 0.07%
1,286
177
$153K 0.07%
30,921
-11,272
178
$152K 0.07%
12,565
-7,565
179
$150K 0.06%
6,375
180
$150K 0.06%
+1,837
181
$149K 0.06%
4,730
182
$149K 0.06%
525
183
$148K 0.06%
+3,037
184
$147K 0.06%
+4,900
185
$147K 0.06%
+5,100
186
$146K 0.06%
11,070
-350
187
$143K 0.06%
19,257
-9,409
188
$140K 0.06%
2,150
189
$137K 0.06%
+1,249
190
$136K 0.06%
450
191
$134K 0.06%
3,292
192
$131K 0.06%
1,530
193
$131K 0.06%
1,145
194
$129K 0.06%
5,616
195
$129K 0.06%
1,460
196
$129K 0.06%
5,499
197
$126K 0.05%
1,358
+1,249
198
$126K 0.05%
1,524
-104
199
$124K 0.05%
2,515
200
$121K 0.05%
7,135
6 7
8
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