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
26
$2.51M 0.78%
36,750
+7,501
27
$2.51M 0.78%
71,722
+12,885
28
$2.4M 0.74%
21,227
+4,755
29
$2.38M 0.74%
46,180
+9,660
30
$2.35M 0.73%
31,495
+6,884
31
$2.35M 0.73%
55,952
+14,060
32
$2.35M 0.73%
121,257
+9,669
33
$2.34M 0.73%
87,024
+6,715
34
$2.28M 0.71%
36,032
+1,647
35
$2.26M 0.7%
29,215
-189
36
$2.2M 0.68%
79,056
+548
37
$2.19M 0.68%
8,016
+690
38
$2.14M 0.66%
14,500
-44
39
$2.11M 0.65%
44,890
40
$2.11M 0.65%
47,634
+1,491
41
$2.04M 0.63%
15,903
+2,514
42
$1.93M 0.6%
37,145
+7,206
43
$1.84M 0.57%
23,218
+5,584
44
$1.77M 0.55%
183,460
-2,350
45
$1.73M 0.54%
66,501
+3,376
46
$1.71M 0.53%
110,848
+2,084
47
$1.7M 0.53%
27,189
+1,042
48
$1.69M 0.52%
28,810
+1,635
49
$1.68M 0.52%
26,325
+4,452
50
$1.66M 0.51%
89,958
+21,491
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