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
301
$23K 0.01%
2,100
-1,900
302
$22K 0.01%
700
303
$22K 0.01%
396
304
$22K 0.01%
1,653
305
$22K 0.01%
200
306
$22K 0.01%
460
307
$21K 0.01%
516
308
$21K 0.01%
450
309
$21K 0.01%
450
310
$21K 0.01%
800
311
$21K 0.01%
400
312
$21K 0.01%
500
313
$20K 0.01%
1,500
+400
314
$20K 0.01%
400
315
$18K 0.01%
200
316
$18K 0.01%
183
317
$17K 0.01%
298
318
$17K 0.01%
200
319
$17K 0.01%
100
320
$16K 0.01%
300
321
$16K 0.01%
420
322
$16K 0.01%
150
323
$16K 0.01%
1,245
324
$15K 0.01%
349
325
$15K 0.01%
140
11 12
13
14 15