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
201
$120K 0.05%
4,772
-250
202
$115K 0.05%
1,866
203
$114K 0.05%
5,090
204
$113K 0.05%
1,670
205
$112K 0.05%
781
-63
206
$112K 0.05%
1,033
-97
207
$111K 0.05%
824
208
$109K 0.05%
677
209
$109K 0.05%
+1,027
210
$109K 0.05%
817
211
$106K 0.05%
1,426
212
$105K 0.05%
1,985
-165
213
$104K 0.04%
+3,275
214
$103K 0.04%
3,130
-790
215
$101K 0.04%
2,920
216
$99.8K 0.04%
1,844
217
$97.5K 0.04%
1,490
218
$96K 0.04%
1,550
219
$94.5K 0.04%
848
+805
220
$93K 0.04%
704
221
$92.4K 0.04%
1,836
222
$91.6K 0.04%
1,850
223
$85K 0.04%
2,830
224
$85K 0.04%
1,808
-123
225
$84.9K 0.04%
3,305
-875
7 8
9
10 11