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
276
$62K 0.02%
300
277
$62K 0.02%
1,750
-2,774
278
$61K 0.02%
+400
279
$60K 0.02%
345
+181
280
$60K 0.02%
3,660
281
$60K 0.02%
415
+130
282
$59K 0.02%
1,720
-248
283
$59K 0.02%
933
284
$58K 0.02%
2,098
+314
285
$58K 0.02%
362
286
$57K 0.02%
780
287
$57K 0.02%
920
288
$57K 0.02%
+300
289
$57K 0.02%
686
+70
290
$57K 0.02%
1,122
291
$56K 0.02%
1,147
292
$56K 0.02%
3,178
+16
293
$56K 0.02%
+969
294
$55K 0.02%
837
295
$54K 0.02%
1,000
296
$53K 0.02%
3,010
297
$53K 0.02%
1,050
298
$52K 0.02%
450
299
$52K 0.02%
649
300
$52K 0.02%
500
10 11
12
13 14