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
351
$11K 0.01%
116
352
$11K 0.01%
646
-710
353
$11K 0.01%
202
354
$11K 0.01%
500
355
$11K 0.01%
250
356
$10K ﹤0.01%
400
357
$10K ﹤0.01%
1,200
358
$10K ﹤0.01%
250
359
$10K ﹤0.01%
171
360
$10K ﹤0.01%
390
361
$9K ﹤0.01%
750
362
$9K ﹤0.01%
101
363
$8K ﹤0.01%
285
364
$8K ﹤0.01%
31
+15
365
$8K ﹤0.01%
400
366
$8K ﹤0.01%
114
367
$7K ﹤0.01%
900
368
$7K ﹤0.01%
1,144
-480
369
$7K ﹤0.01%
79
370
$7K ﹤0.01%
759
371
$7K ﹤0.01%
250
372
$7K ﹤0.01%
100
373
$7K ﹤0.01%
470
374
$6K ﹤0.01%
170
375
$6K ﹤0.01%
335
13 14
15
16 17