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
251
$49K 0.02%
935
+541
252
$48K 0.02%
4,659
253
$48K 0.02%
908
254
$48K 0.02%
766
255
$47K 0.02%
1,035
256
$45K 0.02%
1,053
257
$45K 0.02%
3,504
+2,214
258
$44K 0.02%
2,890
259
$44K 0.02%
1,147
260
$44K 0.02%
520
-800
261
$42K 0.02%
1,590
+315
262
$42K 0.02%
3,001
263
$41K 0.02%
939
264
$41K 0.02%
4,270
265
$40K 0.02%
500
-150
266
$40K 0.02%
601
+1
267
$40K 0.02%
399
268
$39K 0.02%
744
269
$38K 0.02%
680
+180
270
$38K 0.02%
795
271
$37K 0.02%
1,805
272
$37K 0.02%
702
273
$37K 0.02%
3,803
-1,582
274
$36K 0.02%
600
275
$34K 0.02%
1,035
9 10
11
12 13