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
351
$11K 0.01%
171
352
$11K 0.01%
250
353
$10K ﹤0.01%
1,624
354
$10K ﹤0.01%
750
355
$10K ﹤0.01%
634
356
$9K ﹤0.01%
+515
357
$9K ﹤0.01%
390
358
$9K ﹤0.01%
335
359
$8K ﹤0.01%
285
360
$8K ﹤0.01%
900
361
$8K ﹤0.01%
101
362
$8K ﹤0.01%
79
363
$8K ﹤0.01%
400
364
$8K ﹤0.01%
114
365
$7K ﹤0.01%
170
366
$7K ﹤0.01%
759
367
$7K ﹤0.01%
250
368
$7K ﹤0.01%
100
369
$7K ﹤0.01%
470
370
$6K ﹤0.01%
66
371
$6K ﹤0.01%
200
372
$6K ﹤0.01%
50
373
$6K ﹤0.01%
+162
374
$6K ﹤0.01%
195
375
$6K ﹤0.01%
91