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
$217M
AUM Growth
+$5.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.24M
3
+$877K
4
VOD icon
Vodafone
VOD
+$587K
5
BND icon
Vanguard Total Bond Market
BND
+$521K

Top Sells

1
+$2.29M
2
+$731K
3
+$479K
4
TTM
Tata Motors Limited
TTM
+$349K
5
TWX
Time Warner Inc
TWX
+$325K

Sector Composition

1 Technology 15.6%
2 Financials 11.4%
3 Energy 10.59%
4 Healthcare 10.29%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$75K 0.03%
586
227
$74K 0.03%
1,190
228
$74K 0.03%
2,830
229
$72K 0.03%
575
230
$69K 0.03%
750
231
$69K 0.03%
3,050
232
$68K 0.03%
1,140
233
$66K 0.03%
777
-200
234
$66K 0.03%
887
-68
235
$63K 0.03%
2,020
236
$58K 0.03%
804
-125
237
$58K 0.03%
+339
238
$57K 0.03%
17,575
-6,365
239
$56K 0.03%
675
240
$54K 0.02%
933
241
$54K 0.02%
650
-93
242
$54K 0.02%
+2,236
243
$54K 0.02%
2,850
244
$52K 0.02%
1,064
245
$52K 0.02%
562
246
$51K 0.02%
497
247
$50K 0.02%
3,887
248
$50K 0.02%
3,310
249
$50K 0.02%
375
250
$49K 0.02%
250
8 9
10
11 12