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
251
$87K 0.03%
612
252
$85K 0.03%
4,075
253
$84K 0.03%
1,866
254
$84K 0.03%
547
255
$83K 0.03%
2,140
256
$83K 0.03%
8,380
-865
257
$82K 0.03%
2,984
+212
258
$80K 0.02%
+1,475
259
$80K 0.02%
3,044
260
$79K 0.02%
3,875
261
$78K 0.02%
2,594
+714
262
$78K 0.02%
972
263
$77K 0.02%
700
264
$77K 0.02%
905
265
$76K 0.02%
1,486
+330
266
$76K 0.02%
508
-12
267
$74K 0.02%
829
+229
268
$70K 0.02%
816
+345
269
$68K 0.02%
339
270
$68K 0.02%
1,174
-200
271
$68K 0.02%
816
272
$65K 0.02%
1,398
-250
273
$65K 0.02%
3,681
+1,050
274
$64K 0.02%
466
275
$63K 0.02%
6,640
9 10
11
12 13