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
351
$33K 0.01%
6,650
-2,055
352
$32K 0.01%
374
353
$32K 0.01%
992
-88
354
$32K 0.01%
3,443
+17
355
$32K 0.01%
660
356
$32K 0.01%
450
357
$31K 0.01%
530
358
$31K 0.01%
285
359
$30K 0.01%
279
360
$29K 0.01%
403
361
$29K 0.01%
330
362
$29K 0.01%
268
363
$29K 0.01%
+225
364
$29K 0.01%
422
+272
365
$28K 0.01%
230
366
$28K 0.01%
+432
367
$28K 0.01%
565
368
$27K 0.01%
313
+1
369
$27K 0.01%
789
+465
370
$27K 0.01%
420
371
$27K 0.01%
328
372
$26K 0.01%
503
+429
373
$26K 0.01%
120
374
$26K 0.01%
1,422
375
$26K 0.01%
335
13 14
15
16 17