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
176
$166K 0.07%
4,900
177
$165K 0.07%
2,616
178
$165K 0.07%
18,269
-988
179
$162K 0.06%
1,837
180
$161K 0.06%
3,140
181
$161K 0.06%
4,640
-90
182
$161K 0.06%
12,960
-230
183
$159K 0.06%
5,100
184
$159K 0.06%
6,126
+5,958
185
$159K 0.06%
4,386
186
$158K 0.06%
1,286
187
$158K 0.06%
10,355
-715
188
$149K 0.06%
2,864
-380
189
$149K 0.06%
1,135
-10
190
$147K 0.06%
4,772
191
$146K 0.06%
3,292
192
$144K 0.06%
525
193
$141K 0.06%
9,980
-4,176
194
$141K 0.06%
450
195
$136K 0.05%
5,499
196
$135K 0.05%
1,530
197
$135K 0.05%
4,400
+1,125
198
$134K 0.05%
2,150
199
$133K 0.05%
1,460
200
$133K 0.05%
+2,190
6 7
8
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