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
76
$1.1M 0.34%
19,406
-224
77
$1.09M 0.34%
10,226
-187
78
$1.09M 0.34%
32,437
+75
79
$1.07M 0.33%
17,987
+541
80
$1.04M 0.32%
8,302
+978
81
$1.04M 0.32%
82,740
-825
82
$976K 0.3%
15,004
+575
83
$947K 0.29%
36,844
+1,858
84
$940K 0.29%
3,573
+59
85
$938K 0.29%
36,784
+3,630
86
$932K 0.29%
14,368
+1,005
87
$920K 0.28%
17,182
+1,227
88
$911K 0.28%
42,420
+1,080
89
$879K 0.27%
15,925
+2,055
90
$847K 0.26%
20,740
+1,826
91
$840K 0.26%
8,761
+319
92
$829K 0.26%
13,731
+1,120
93
$828K 0.26%
48,448
+3,358
94
$827K 0.26%
7,148
-407
95
$819K 0.25%
66,589
-2,481
96
$778K 0.24%
26,226
+16,722
97
$763K 0.24%
6,688
+462
98
$756K 0.23%
18,111
+2,090
99
$753K 0.23%
21,670
+13,100
100
$752K 0.23%
45,777
+2,161
2 3
4
5 6