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
476
$5K ﹤0.01%
+172
477
$5K ﹤0.01%
85
478
$5K ﹤0.01%
28
479
$4K ﹤0.01%
375
480
$4K ﹤0.01%
283
481
$4K ﹤0.01%
20
482
$4K ﹤0.01%
250
483
$4K ﹤0.01%
50
484
$4K ﹤0.01%
112
485
$4K ﹤0.01%
175
-125
486
$4K ﹤0.01%
67
487
$3K ﹤0.01%
150
488
$3K ﹤0.01%
30
489
$3K ﹤0.01%
102
490
$3K ﹤0.01%
78
491
$3K ﹤0.01%
91
492
$3K ﹤0.01%
130
493
$3K ﹤0.01%
+95
494
$3K ﹤0.01%
470
495
$2K ﹤0.01%
158
496
$2K ﹤0.01%
136
497
$2K ﹤0.01%
245
498
$2K ﹤0.01%
9
499
$2K ﹤0.01%
27
500
$1K ﹤0.01%
350
17 18 19
20
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