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
376
$25K 0.01%
+700
377
$24K 0.01%
354
+1
378
$24K 0.01%
290
379
$24K 0.01%
+315
380
$24K 0.01%
120
381
$24K 0.01%
141
382
$24K 0.01%
325
383
$23K 0.01%
2,040
384
$23K 0.01%
200
385
$23K 0.01%
600
386
$23K 0.01%
100
387
$23K 0.01%
5,409
388
$22K 0.01%
+418
389
$22K 0.01%
+207
390
$22K 0.01%
250
391
$22K 0.01%
250
392
$21K 0.01%
193
393
$21K 0.01%
189
394
$21K 0.01%
450
395
$21K 0.01%
688
396
$20K 0.01%
300
397
$20K 0.01%
710
398
$20K 0.01%
382
-18
399
$19K 0.01%
125
400
$19K 0.01%
743
14 15
16
17 18