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
$402M
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.37M
3
+$1.12M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$900K
5
TD icon
Toronto Dominion Bank
TD
+$862K

Top Sells

1
+$275K
2
+$215K
3
+$189K
4
OKE icon
Oneok
OKE
+$166K
5
VTR icon
Ventas
VTR
+$162K

Sector Composition

1 Technology 13.31%
2 Healthcare 7.88%
3 Financials 6.44%
4 Communication Services 5.26%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$101K 0.03%
2,475
+1,385
227
$100K 0.02%
450
228
$100K 0.02%
1,912
+165
229
$99K 0.02%
3,220
+55
230
$99K 0.02%
800
231
$98K 0.02%
1,666
-100
232
$97K 0.02%
1,500
233
$97K 0.02%
550
+136
234
$97K 0.02%
666
+143
235
$93K 0.02%
2,655
+2,613
236
$93K 0.02%
976
+265
237
$92K 0.02%
300
238
$90K 0.02%
932
239
$88K 0.02%
960
+4
240
$84K 0.02%
1,881
-463
241
$82K 0.02%
500
242
$82K 0.02%
645
243
$81K 0.02%
480
244
$79K 0.02%
1,020
+500
245
$78K 0.02%
339
246
$77K 0.02%
2,030
247
$76K 0.02%
5,240
+1,640
248
$76K 0.02%
1,178
+1
249
$75K 0.02%
726
+98
250
$74K 0.02%
1,108
8 9
10
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