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
$183M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$5.1M
3
+$4.93M
4
VZ icon
Verizon
VZ
+$4.75M
5
PFE icon
Pfizer
PFE
+$4.06M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.94%
2 Financials 11.61%
3 Healthcare 11.55%
4 Energy 10.41%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$29K 0.02%
+2,000
252
$28K 0.02%
+1,293
253
$28K 0.02%
+500
254
$28K 0.02%
+2,260
255
$27K 0.01%
+348
256
$27K 0.01%
+1,135
257
$26K 0.01%
+1,356
258
$25K 0.01%
+1,200
259
$25K 0.01%
+602
260
$24K 0.01%
+900
261
$24K 0.01%
+3,159
262
$24K 0.01%
+740
263
$23K 0.01%
+1,708
264
$23K 0.01%
+1,462
265
$23K 0.01%
+460
266
$23K 0.01%
+250
267
$22K 0.01%
+500
268
$22K 0.01%
+2,000
269
$21K 0.01%
+475
270
$21K 0.01%
+450
271
$20K 0.01%
+1,653
272
$20K 0.01%
+450
273
$20K 0.01%
+345
274
$19K 0.01%
+1,050
275
$19K 0.01%
+500
9 10
11
12 13