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
$197M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$565K
3
+$457K
4
PAY
Verifone Systems Inc
PAY
+$399K
5
POT
Potash Corp Of Saskatchewan
POT
+$346K

Top Sells

1
+$340K
2
+$161K
3
+$137K
4
IBB icon
iShares Biotechnology ETF
IBB
+$122K
5
TEX icon
Terex
TEX
+$101K

Sector Composition

1 Technology 15.72%
2 Healthcare 11.26%
3 Financials 11.15%
4 Energy 10.39%
5 Industrials 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$60K 0.03%
1,140
227
$59K 0.03%
1,418
+108
228
$58K 0.03%
2,090
229
$52K 0.03%
1,064
230
$51K 0.03%
400
231
$51K 0.03%
+721
232
$49K 0.02%
+950
233
$49K 0.02%
4,100
234
$49K 0.02%
+766
235
$48K 0.02%
+650
236
$48K 0.02%
1,035
-150
237
$48K 0.02%
1,223
238
$46K 0.02%
381
+6
239
$45K 0.02%
+423
240
$44K 0.02%
3,887
241
$44K 0.02%
939
242
$43K 0.02%
933
+829
243
$43K 0.02%
20,325
-1,965
244
$42K 0.02%
250
245
$40K 0.02%
4,659
+1,500
246
$39K 0.02%
+1,495
247
$39K 0.02%
+4,270
248
$38K 0.02%
497
249
$38K 0.02%
1,147
250
$37K 0.02%
401
8 9
10
11 12