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
401
$19K 0.01%
743
402
$19K 0.01%
125
403
$18K 0.01%
315
404
$18K 0.01%
1,300
405
$18K 0.01%
358
406
$17K 0.01%
2,000
407
$17K 0.01%
273
408
$17K 0.01%
253
-147
409
$16K 0.01%
450
410
$16K 0.01%
300
411
$16K 0.01%
2,720
-2,680
412
$16K 0.01%
945
-446
413
$16K 0.01%
200
414
$16K 0.01%
573
415
$15K ﹤0.01%
252
416
$15K ﹤0.01%
710
417
$15K ﹤0.01%
+200
418
$15K ﹤0.01%
+868
419
$15K ﹤0.01%
605
420
$15K ﹤0.01%
169
421
$15K ﹤0.01%
214
422
$15K ﹤0.01%
104
423
$15K ﹤0.01%
+17
424
$14K ﹤0.01%
240
-775
425
$14K ﹤0.01%
761
15 16
17
18 19