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
326
$39K 0.01%
637
327
$39K 0.01%
867
-18
328
$39K 0.01%
628
329
$39K 0.01%
+1,200
330
$39K 0.01%
702
331
$38K 0.01%
794
+300
332
$38K 0.01%
3,500
333
$38K 0.01%
200
334
$38K 0.01%
550
+190
335
$37K 0.01%
1,336
336
$37K 0.01%
334
337
$37K 0.01%
880
338
$37K 0.01%
1,306
339
$37K 0.01%
592
+2
340
$36K 0.01%
261
341
$36K 0.01%
2,366
-247
342
$35K 0.01%
+565
343
$35K 0.01%
250
+139
344
$35K 0.01%
309
345
$35K 0.01%
65
346
$34K 0.01%
241
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347
$34K 0.01%
300
348
$34K 0.01%
575
349
$33K 0.01%
6,650
-2,055
350
$33K 0.01%
539
-160
12 13
14
15 16