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
301
$35K 0.01%
244
+97
302
$34K 0.01%
390
303
$34K 0.01%
350
-10
304
$34K 0.01%
181
305
$33K 0.01%
+225
306
$33K 0.01%
169
307
$33K 0.01%
366
308
$33K 0.01%
3,249
-283
309
$32K 0.01%
800
310
$31K 0.01%
+1,255
311
$31K 0.01%
560
312
$31K 0.01%
386
313
$30K 0.01%
1,148
314
$30K 0.01%
210
315
$30K 0.01%
880
316
$30K 0.01%
449
+2
317
$29K 0.01%
396
318
$29K 0.01%
487
319
$28K 0.01%
733
-132
320
$28K 0.01%
558
+201
321
$28K 0.01%
174
322
$28K 0.01%
145
323
$27K 0.01%
653
324
$27K 0.01%
1,422
325
$27K 0.01%
+418
11 12
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