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
201
$149K 0.05%
703
202
$148K 0.05%
2,062
+432
203
$146K 0.05%
2,482
204
$144K 0.04%
1,109
+22
205
$144K 0.04%
3,177
-115
206
$141K 0.04%
10,355
207
$140K 0.04%
1,530
208
$140K 0.04%
1,500
209
$138K 0.04%
1,700
+150
210
$138K 0.04%
22,000
-3,286
211
$137K 0.04%
817
212
$137K 0.04%
2,200
-220
213
$136K 0.04%
7,321
-1,528
214
$135K 0.04%
1,426
215
$135K 0.04%
16,906
-425
216
$134K 0.04%
1,836
217
$132K 0.04%
5,347
+1,656
218
$128K 0.04%
3,048
219
$127K 0.04%
590
+145
220
$123K 0.04%
2,603
+1,200
221
$122K 0.04%
4,174
-1,055
222
$121K 0.04%
5,475
223
$121K 0.04%
2,170
-775
224
$120K 0.04%
687
225
$120K 0.04%
1,107
7 8
9
10 11