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
51
$1.61M 0.5%
55,842
+417
52
$1.59M 0.49%
16,861
+366
53
$1.55M 0.48%
27,275
+18,211
54
$1.53M 0.47%
7,660
+4,066
55
$1.46M 0.45%
9,514
+621
56
$1.44M 0.45%
75,047
+2,816
57
$1.41M 0.44%
37,619
+2,404
58
$1.41M 0.44%
19,795
-440
59
$1.36M 0.42%
19,280
-565
60
$1.35M 0.42%
27,678
+7,895
61
$1.32M 0.41%
130,171
+1,238
62
$1.25M 0.39%
35,831
+2,871
63
$1.25M 0.39%
56,785
-1,071
64
$1.24M 0.38%
21,762
+22
65
$1.23M 0.38%
42,593
-107
66
$1.22M 0.38%
23,367
+10,488
67
$1.21M 0.38%
15,098
+20
68
$1.18M 0.37%
8,518
+1,097
69
$1.18M 0.37%
5,297
-69
70
$1.17M 0.36%
19,516
+7,550
71
$1.16M 0.36%
40,310
-4,494
72
$1.14M 0.35%
20,969
-820
73
$1.14M 0.35%
17,574
+1,621
74
$1.14M 0.35%
8,066
+102
75
$1.11M 0.35%
22,780
+1,762
1 2
3
4 5