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
251
$36K 0.02%
1,053
-166
252
$36K 0.02%
744
253
$36K 0.02%
2,890
254
$36K 0.02%
2,000
255
$36K 0.02%
600
256
$36K 0.02%
795
257
$35K 0.02%
1,158
-2,415
258
$34K 0.02%
511
+302
259
$33K 0.02%
878
260
$33K 0.02%
+650
261
$32K 0.02%
586
+384
262
$32K 0.02%
1,250
+115
263
$31K 0.02%
285
264
$30K 0.02%
702
+100
265
$30K 0.02%
384
+36
266
$30K 0.02%
502
+331
267
$29K 0.01%
2,150
+442
268
$29K 0.01%
276
269
$29K 0.01%
+3,001
270
$28K 0.01%
1,356
271
$27K 0.01%
1,200
272
$27K 0.01%
1,462
273
$27K 0.01%
+4,000
274
$27K 0.01%
2,260
275
$26K 0.01%
640
9 10
11
12 13