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
326
$5K ﹤0.01%
+720
327
$5K ﹤0.01%
+320
328
$4K ﹤0.01%
+50
329
$4K ﹤0.01%
+383
330
$4K ﹤0.01%
+66
331
$4K ﹤0.01%
+130
332
$3K ﹤0.01%
+168
333
$3K ﹤0.01%
+23
334
$3K ﹤0.01%
+78
335
$3K ﹤0.01%
+23
336
$2K ﹤0.01%
+13
337
$2K ﹤0.01%
+500
338
$2K ﹤0.01%
+350
339
$2K ﹤0.01%
+102
340
– –
0
341
$2K ﹤0.01%
+151
342
$2K ﹤0.01%
+38
343
$2K ﹤0.01%
+150
344
$2K ﹤0.01%
+180
345
$2K ﹤0.01%
+100
346
$1K ﹤0.01%
+370
347
$1K ﹤0.01%
+35
348
$1K ﹤0.01%
+80
349
$1K ﹤0.01%
+35
350
$1K ﹤0.01%
+300
11 12 13
14
15