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
$220M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$806K
3
+$674K
4
STX icon
Seagate
STX
+$608K
5
WWW icon
Wolverine World Wide
WWW
+$398K

Top Sells

1
+$560K
2
+$444K
3
+$400K
4
POT
Potash Corp Of Saskatchewan
POT
+$343K
5
GLD icon
SPDR Gold Trust
GLD
+$311K

Sector Composition

1 Technology 15.23%
2 Healthcare 10.77%
3 Financials 9.99%
4 Communication Services 9.01%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$30K 0.01%
391
+2
302
$29K 0.01%
500
-21
303
$29K 0.01%
622
+30
304
$29K 0.01%
410
305
$28K 0.01%
200
306
$28K 0.01%
4,088
307
$28K 0.01%
300
308
$28K 0.01%
545
-40
309
$27K 0.01%
1,023
310
$25K 0.01%
200
311
$25K 0.01%
703
312
$25K 0.01%
755
313
$25K 0.01%
1,539
-725
314
$24K 0.01%
290
315
$24K 0.01%
3,294
+59
316
$24K 0.01%
500
317
$24K 0.01%
200
-19
318
$23K 0.01%
1,342
319
$23K 0.01%
175
320
$23K 0.01%
900
321
$23K 0.01%
100
322
$22K 0.01%
940
-200
323
$22K 0.01%
383
324
$22K 0.01%
414
325
$21K 0.01%
700
11 12
13
14 15