HDIM

Hanson & Doremus Investment Management Portfolio holdings

AUM $869M
1-Year Est. Return 23.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$839K
2
+$560K
3
+$454K
4
POT
Potash Corp Of Saskatchewan
POT
+$367K
5
WW
WW International
WW
+$364K

Top Sells

1
+$309K
2
+$159K
3
+$126K
4
IBB icon
iShares Biotechnology ETF
IBB
+$114K
5
SCHW icon
Charles Schwab
SCHW
+$103K

Sector Composition

1 Technology 14.24%
2 Healthcare 11.26%
3 Financials 11.15%
4 Industrials 10.83%
5 Energy 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$12K 0.01%
+750
327
$12K 0.01%
1,238
328
$12K 0.01%
+116
329
$12K 0.01%
+136
330
$12K 0.01%
+500
331
$11K 0.01%
+120
332
$11K 0.01%
266
333
$10K 0.01%
150
-100
334
$10K 0.01%
190
335
$10K 0.01%
300
-1,200
336
$10K 0.01%
750
337
$10K 0.01%
222
338
$10K 0.01%
770
339
$10K 0.01%
+769
340
$10K 0.01%
+142
341
$9K ﹤0.01%
+1,000
342
$9K ﹤0.01%
634
+200
343
$9K ﹤0.01%
450
-600
344
$7K ﹤0.01%
114
345
$7K ﹤0.01%
54
346
$7K ﹤0.01%
86
-510
347
$7K ﹤0.01%
900
348
$5K ﹤0.01%
91
349
$5K ﹤0.01%
100
350
$5K ﹤0.01%
50
12 13
14
15 16