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
251
$74K 0.02%
6,640
252
$74K 0.02%
2,760
+15
253
$73K 0.02%
4,875
254
$72K 0.02%
333
+115
255
$71K 0.02%
1,706
256
$71K 0.02%
+400
257
$69K 0.02%
920
258
$69K 0.02%
3,645
259
$69K 0.02%
194
+139
260
$68K 0.02%
1,014
261
$67K 0.02%
1,080
262
$67K 0.02%
189
263
$66K 0.02%
712
264
$65K 0.02%
787
265
$65K 0.02%
1,274
266
$64K 0.02%
275
+200
267
$64K 0.02%
421
268
$63K 0.02%
500
269
$62K 0.02%
2,075
270
$59K 0.01%
1,534
271
$58K 0.01%
2,808
+2,000
272
$58K 0.01%
+530
273
$58K 0.01%
1,250
274
$58K 0.01%
172
+52
275
$56K 0.01%
770
+150
9 10
11
12 13