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
301
$12K 0.01%
+710
302
$11K 0.01%
+770
303
$11K 0.01%
+400
304
$11K 0.01%
+200
305
$10K 0.01%
+171
306
$10K 0.01%
+202
307
$10K 0.01%
+250
308
$10K 0.01%
+750
309
$10K 0.01%
+388
310
$9K ﹤0.01%
+266
311
$9K ﹤0.01%
+148
312
$9K ﹤0.01%
+153
313
$8K ﹤0.01%
+900
314
$8K ﹤0.01%
+100
315
$7K ﹤0.01%
+170
316
$7K ﹤0.01%
+114
317
$6K ﹤0.01%
+434
318
$6K ﹤0.01%
+54
319
$5K ﹤0.01%
+320
320
$5K ﹤0.01%
+720
321
$5K ﹤0.01%
+262
322
$5K ﹤0.01%
+190
323
$5K ﹤0.01%
+116
324
$5K ﹤0.01%
+759
325
$5K ﹤0.01%
+104
11 12
13
14 15