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
301
$51K 0.02%
1,350
+409
302
$51K 0.02%
877
303
$50K 0.02%
1,445
304
$50K 0.02%
500
305
$49K 0.02%
1,080
-675
306
$48K 0.01%
939
307
$47K 0.01%
340
308
$47K 0.01%
3,438
+981
309
$46K 0.01%
1,746
+6
310
$46K 0.01%
391
311
$45K 0.01%
304
312
$45K 0.01%
413
313
$44K 0.01%
200
314
$44K 0.01%
410
315
$43K 0.01%
1,653
316
$42K 0.01%
670
+370
317
$42K 0.01%
427
318
$42K 0.01%
421
319
$42K 0.01%
400
-95
320
$41K 0.01%
493
+330
321
$41K 0.01%
650
-225
322
$40K 0.01%
612
323
$40K 0.01%
774
324
$40K 0.01%
260
325
$40K 0.01%
1,200
11 12
13
14 15