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
101
$726K 0.22%
+20,116
102
$693K 0.21%
14,560
-670
103
$690K 0.21%
7,290
+501
104
$682K 0.21%
4,217
-218
105
$674K 0.21%
15,271
-242
106
$622K 0.19%
4,840
-35
107
$598K 0.19%
3,849
+723
108
$594K 0.18%
+12,572
109
$580K 0.18%
2,159
-91
110
$574K 0.18%
22,793
+605
111
$570K 0.18%
4,198
+3,250
112
$568K 0.18%
5,203
-33
113
$565K 0.18%
17,777
-399
114
$561K 0.17%
8,304
-351
115
$555K 0.17%
8,913
+760
116
$553K 0.17%
20,242
-2,050
117
$552K 0.17%
3,474
+2,543
118
$545K 0.17%
14,965
119
$522K 0.16%
8,637
+412
120
$520K 0.16%
17,229
+11,865
121
$519K 0.16%
4,444
+113
122
$508K 0.16%
13,807
-1,628
123
$502K 0.16%
4,763
-179
124
$502K 0.16%
14,200
+376
125
$488K 0.15%
11,045
+940
3 4
5
6 7