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
126
$474K 0.15%
37,760
-460
127
$470K 0.15%
25,308
+22,149
128
$451K 0.14%
1,699
129
$448K 0.14%
7,939
+7,514
130
$447K 0.14%
68,335
+3,300
131
$418K 0.13%
31,804
+1,680
132
$415K 0.13%
10,962
+2,022
133
$415K 0.13%
16,316
+2,941
134
$410K 0.13%
1,707
135
$407K 0.13%
2,217
+4
136
$405K 0.13%
9,928
+3,740
137
$404K 0.13%
9,376
138
$404K 0.13%
86,175
+1,800
139
$399K 0.12%
7,872
-969
140
$392K 0.12%
10,188
+933
141
$389K 0.12%
5,366
+4,579
142
$389K 0.12%
6,103
-32
143
$383K 0.12%
20,674
-2,685
144
$382K 0.12%
7,867
145
$371K 0.11%
6,117
+1,556
146
$367K 0.11%
5,952
+725
147
$356K 0.11%
40,455
-7,005
148
$336K 0.1%
3,603
+1,064
149
$327K 0.1%
938
-46
150
$323K 0.1%
15,628
-1,132
4 5
6
7 8