HDIM

Hanson & Doremus Investment Management Portfolio holdings

AUM $832M
1-Year Est. Return 21.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.33%
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 15.37%
2 Industrials 9.61%
3 Financials 8.58%
4 Healthcare 8.51%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$9K ﹤0.01%
135
452
$9K ﹤0.01%
750
-1,255
453
$9K ﹤0.01%
79
454
$8K ﹤0.01%
34
455
$8K ﹤0.01%
+200
456
$8K ﹤0.01%
50
457
$8K ﹤0.01%
1,087
458
$7K ﹤0.01%
150
-150
459
$7K ﹤0.01%
74
+1
460
$7K ﹤0.01%
195
461
$7K ﹤0.01%
+650
462
$7K ﹤0.01%
759
463
$6K ﹤0.01%
100
464
$6K ﹤0.01%
119
465
$6K ﹤0.01%
220
466
$6K ﹤0.01%
16
467
$6K ﹤0.01%
45
468
$6K ﹤0.01%
+150
469
$6K ﹤0.01%
38
470
$5K ﹤0.01%
28
471
$5K ﹤0.01%
85
472
$5K ﹤0.01%
+172
473
$5K ﹤0.01%
350
474
$5K ﹤0.01%
200
475
$5K ﹤0.01%
175
17 18
19
20 21