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
$217M
AUM Growth
+$5.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.24M
3
+$877K
4
VOD icon
Vodafone
VOD
+$587K
5
BND icon
Vanguard Total Bond Market
BND
+$521K

Top Sells

1
+$2.29M
2
+$731K
3
+$479K
4
TTM
Tata Motors Limited
TTM
+$349K
5
TWX
Time Warner Inc
TWX
+$325K

Sector Composition

1 Technology 15.6%
2 Financials 11.4%
3 Energy 10.59%
4 Healthcare 10.29%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$15K 0.01%
520
327
$14K 0.01%
250
328
$14K 0.01%
214
-70
329
$14K 0.01%
328
330
$13K 0.01%
1,327
331
$13K 0.01%
275
332
$13K 0.01%
380
333
$13K 0.01%
190
334
$13K 0.01%
300
335
$13K 0.01%
1,200
336
$13K 0.01%
136
337
$12K 0.01%
200
338
$12K 0.01%
710
339
$12K 0.01%
750
340
$12K 0.01%
750
341
$12K 0.01%
116
342
$12K 0.01%
202
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343
$12K 0.01%
500
344
$12K 0.01%
770
345
$12K 0.01%
142
346
$11K 0.01%
400
347
$11K 0.01%
121
348
$11K 0.01%
150
349
$11K 0.01%
+290
350
$11K 0.01%
250
12 13
14
15 16