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
176
$160K 0.05%
6,679
177
$159K 0.05%
3,385
-100
178
$155K 0.05%
351
179
$154K 0.05%
2,052
-280
180
$153K 0.05%
1,980
181
$149K 0.04%
3,270
182
$149K 0.04%
525
183
$148K 0.04%
5,540
+1,901
184
$147K 0.04%
562
-13
185
$141K 0.04%
1,701
-124
186
$139K 0.04%
5,021
187
$138K 0.04%
817
188
$138K 0.04%
606
189
$137K 0.04%
1,315
+322
190
$135K 0.04%
815
191
$134K 0.04%
1,426
192
$130K 0.04%
2,764
-152
193
$130K 0.04%
908
+1
194
$128K 0.04%
1,860
195
$126K 0.04%
1,501
196
$125K 0.04%
12,416
-1,110
197
$125K 0.04%
2,450
198
$124K 0.04%
3,154
-690
199
$123K 0.04%
1,228
200
$114K 0.03%
2,830
6 7
8
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