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
$221M
AUM Growth
+$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1 +$4.07M
2 +$2.41M
3 +$1.11M
4
VOD icon
Vodafone
VOD
+$506K
5
BND icon
Vanguard Total Bond Market
BND
+$414K

Top Sells

1 +$167K
2 +$141K
3 +$132K
4
OKE icon
Oneok
OKE
+$107K
5
NGG icon
National Grid
NGG
+$100K

Sector Composition

1 Technology 15.19%
2 Financials 11.11%
3 Healthcare 10.37%
4 Energy 9.37%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$15K 0.01%
+1,086
327
$15K 0.01%
349
328
$15K 0.01%
190
329
$15K 0.01%
450
-1,570
330
$15K 0.01%
150
331
$15K 0.01%
520
332
$15K 0.01%
1,245
333
$14K 0.01%
200
334
$14K 0.01%
300
335
$14K 0.01%
140
336
$14K 0.01%
328
337
$13K 0.01%
250
338
$13K 0.01%
214
339
$13K 0.01%
+555
340
$13K 0.01%
515
341
$12K 0.01%
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342
$12K 0.01%
275
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$12K 0.01%
710
344
$12K 0.01%
750
345
$12K 0.01%
770
346
$12K 0.01%
142
347
$11K 0.01%
634
348
$11K 0.01%
121
349
$11K 0.01%
150
350
$11K 0.01%
750