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
$323M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$1.45M
3
+$1.19M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.17M
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$1.06M

Top Sells

1
+$4.19M
2
+$654K
3
+$129K
4
UDR icon
UDR
UDR
+$98.3K
5
DAKT icon
Daktronics
DAKT
+$61.6K

Sector Composition

1 Technology 15.73%
2 Industrials 9.25%
3 Financials 8.58%
4 Healthcare 8.52%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$117K 0.04%
977
227
$117K 0.04%
2,932
+122
228
$116K 0.04%
1,220
+500
229
$113K 0.04%
2,202
+600
230
$111K 0.03%
1,645
231
$109K 0.03%
4,940
-1,070
232
$108K 0.03%
1,067
233
$108K 0.03%
802
234
$107K 0.03%
685
+260
235
$101K 0.03%
2,630
236
$99K 0.03%
1,844
237
$99K 0.03%
2,630
-925
238
$99K 0.03%
1,267
+1
239
$98K 0.03%
+1,500
240
$98K 0.03%
939
241
$98K 0.03%
575
242
$98K 0.03%
948
-109
243
$96K 0.03%
2,830
244
$95K 0.03%
6,572
+62
245
$94K 0.03%
825
246
$94K 0.03%
1,514
+130
247
$93K 0.03%
1,463
+265
248
$89K 0.03%
932
-420
249
$89K 0.03%
554
-40
250
$88K 0.03%
1,030
8 9
10
11 12