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
151
$320K 0.1%
2,117
+491
152
$314K 0.1%
6,060
+1,320
153
$313K 0.1%
4,048
154
$311K 0.1%
20,225
+1,800
155
$309K 0.1%
4,429
+326
156
$299K 0.09%
2,681
157
$297K 0.09%
3,937
+538
158
$293K 0.09%
+13,679
159
$293K 0.09%
2,896
+198
160
$291K 0.09%
934
+63
161
$291K 0.09%
7,332
+700
162
$291K 0.09%
7,038
+573
163
$290K 0.09%
5,773
+428
164
$280K 0.09%
4,149
-40
165
$279K 0.09%
3,706
+1,245
166
$273K 0.08%
9,528
+2,063
167
$270K 0.08%
2,689
+164
168
$266K 0.08%
14,799
+2,337
169
$259K 0.08%
3,329
+625
170
$259K 0.08%
4,125
+2,125
171
$253K 0.08%
1,621
172
$248K 0.08%
3,216
173
$240K 0.07%
4,951
+310
174
$233K 0.07%
925
+100
175
$233K 0.07%
12,815
+880
5 6
7
8 9