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
201
$129K 0.05%
1,840
-290
202
$122K 0.05%
1,107
-142
203
$121K 0.05%
2,920
204
$121K 0.05%
2,000
-1,000
205
$120K 0.05%
817
206
$117K 0.05%
656
-21
207
$117K 0.05%
+4,877
208
$116K 0.05%
1,426
209
$116K 0.05%
856
+75
210
$114K 0.05%
119
-86
211
$114K 0.05%
1,560
+70
212
$112K 0.04%
1,985
213
$111K 0.04%
1,600
-70
214
$110K 0.04%
1,866
215
$108K 0.04%
878
+728
216
$107K 0.04%
687
-137
217
$106K 0.04%
948
-85
218
$105K 0.04%
5,090
219
$104K 0.04%
4,354
+3,765
220
$103K 0.04%
1,550
221
$103K 0.04%
2,080
+445
222
$101K 0.04%
1,057
-301
223
$100K 0.04%
1,844
224
$100K 0.04%
939
-88
225
$99K 0.04%
4,104
-1,512
7 8
9
10 11