HDIM

Hanson & Doremus Investment Management Portfolio holdings

AUM $832M
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
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
351
$5K ﹤0.01%
100
352
$5K ﹤0.01%
66
353
$5K ﹤0.01%
+285
354
$4K ﹤0.01%
+45
355
$4K ﹤0.01%
759
356
$4K ﹤0.01%
116
357
$4K ﹤0.01%
+240
358
$4K ﹤0.01%
+75
359
$4K ﹤0.01%
+75
360
$4K ﹤0.01%
+200
361
$4K ﹤0.01%
383
362
$4K ﹤0.01%
262
363
$4K ﹤0.01%
320
364
$3K ﹤0.01%
78
365
$3K ﹤0.01%
23
366
$3K ﹤0.01%
+87
367
$3K ﹤0.01%
+50
368
$3K ﹤0.01%
+70
369
$3K ﹤0.01%
22
-1
370
$3K ﹤0.01%
130
371
$2K ﹤0.01%
500
372
$2K ﹤0.01%
350
373
$2K ﹤0.01%
+48
374
$2K ﹤0.01%
370
375
– –
0
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