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
276
$55K 0.01%
584
277
$54K 0.01%
+223
278
$53K 0.01%
165
279
$52K 0.01%
537
280
$52K 0.01%
2,293
-150
281
$52K 0.01%
147
+27
282
$52K 0.01%
440
283
$51K 0.01%
3,256
-1,551
284
$51K 0.01%
7,490
285
$50K 0.01%
538
286
$49K 0.01%
302
287
$47K 0.01%
65
288
$47K 0.01%
742
289
$46K 0.01%
1,009
-352
290
$46K 0.01%
188
291
$45K 0.01%
+785
292
$44K 0.01%
1,442
-1,082
293
$42K 0.01%
161
294
$41K 0.01%
802
+453
295
$41K 0.01%
202
296
$39K 0.01%
185
297
$38K 0.01%
+1,200
298
$37K 0.01%
377
299
$37K 0.01%
1,870
300
$36K 0.01%
135
10 11
12
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