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
276
$18K 0.01%
+400
277
$18K 0.01%
+100
278
$17K 0.01%
+200
279
$17K 0.01%
+500
280
$16K 0.01%
+992
281
$16K 0.01%
+200
282
$16K 0.01%
+300
283
$16K 0.01%
+1,200
284
$15K 0.01%
+1,245
285
$15K 0.01%
+67
286
$14K 0.01%
+300
287
$14K 0.01%
+460
288
$14K 0.01%
+140
289
$14K 0.01%
+209
290
$14K 0.01%
+280
291
$14K 0.01%
+250
292
$14K 0.01%
+380
293
$13K 0.01%
+400
294
$13K 0.01%
+1,825
295
$13K 0.01%
+298
296
$13K 0.01%
+349
297
$13K 0.01%
+500
298
$12K 0.01%
+200
299
$12K 0.01%
+1,200
300
$12K 0.01%
+250
10 11
12
13 14