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
176
$233K 0.07%
1,732
-214
177
$231K 0.07%
5,040
178
$229K 0.07%
8,340
+1,000
179
$228K 0.07%
8,615
180
$227K 0.07%
5,090
181
$217K 0.07%
1,271
+80
182
$210K 0.07%
5,040
183
$207K 0.06%
1,411
184
$194K 0.06%
5,050
185
$192K 0.06%
4,424
-1,203
186
$192K 0.06%
1,743
187
$191K 0.06%
2,418
+241
188
$190K 0.06%
6,679
189
$185K 0.06%
1,037
+154
190
$181K 0.06%
3,825
+200
191
$181K 0.06%
2,350
+500
192
$170K 0.05%
1,412
+41
193
$169K 0.05%
3,604
-540
194
$165K 0.05%
4,785
195
$163K 0.05%
8,527
-485
196
$157K 0.05%
572
+47
197
$157K 0.05%
11,682
198
$154K 0.05%
450
199
$153K 0.05%
2,120
+480
200
$152K 0.05%
1,950
-200
6 7
8
9 10