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
$221M
AUM Growth
+$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$2.41M
3
+$1.11M
4
VOD icon
Vodafone
VOD
+$506K
5
BND icon
Vanguard Total Bond Market
BND
+$414K

Top Sells

1
+$167K
2
+$141K
3
+$132K
4
OKE icon
Oneok
OKE
+$107K
5
NGG icon
National Grid
NGG
+$100K

Sector Composition

1 Technology 15.19%
2 Financials 11.11%
3 Healthcare 10.37%
4 Energy 9.37%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$24K 0.01%
500
302
$23K 0.01%
242
+106
303
$22K 0.01%
1,653
304
$22K 0.01%
450
305
$22K 0.01%
300
306
$21K 0.01%
879
307
$21K 0.01%
400
308
$21K 0.01%
100
309
$20K 0.01%
700
310
$20K 0.01%
516
311
$20K 0.01%
450
312
$20K 0.01%
400
313
$20K 0.01%
2,100
314
$20K 0.01%
414
315
$20K 0.01%
345
316
$19K 0.01%
200
317
$19K 0.01%
200
318
$18K 0.01%
1,200
-300
319
$17K 0.01%
183
320
$16K 0.01%
343
-53
321
$16K 0.01%
+200
322
$16K 0.01%
298
323
$16K 0.01%
+273
324
$16K 0.01%
300
325
$16K 0.01%
679
-1,557
11 12
13
14 15