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
426
$14K ﹤0.01%
196
+91
427
$14K ﹤0.01%
250
428
$14K ﹤0.01%
80
429
$13K ﹤0.01%
200
430
$13K ﹤0.01%
369
+327
431
$12K ﹤0.01%
520
-16
432
$12K ﹤0.01%
245
433
$12K ﹤0.01%
+35
434
$12K ﹤0.01%
35
435
$12K ﹤0.01%
670
436
$11K ﹤0.01%
1,000
437
$11K ﹤0.01%
175
438
$11K ﹤0.01%
450
439
$11K ﹤0.01%
238
-37
440
$11K ﹤0.01%
200
441
$10K ﹤0.01%
490
+330
442
$10K ﹤0.01%
400
443
$10K ﹤0.01%
81
444
$10K ﹤0.01%
+140
445
$10K ﹤0.01%
100
446
$10K ﹤0.01%
54
447
$10K ﹤0.01%
800
448
$10K ﹤0.01%
377
449
$9K ﹤0.01%
79
450
$9K ﹤0.01%
750
-1,255
16 17
18
19 20