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
$402M
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.37M
3
+$1.12M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$900K
5
TD icon
Toronto Dominion Bank
TD
+$862K

Top Sells

1
+$275K
2
+$215K
3
+$189K
4
OKE icon
Oneok
OKE
+$166K
5
VTR icon
Ventas
VTR
+$162K

Sector Composition

1 Technology 13.31%
2 Healthcare 7.88%
3 Financials 6.44%
4 Communication Services 5.26%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$21K 0.01%
+680
352
$21K 0.01%
400
353
$20K 0.01%
200
354
$20K 0.01%
40
355
$20K 0.01%
151
356
$20K 0.01%
162
+83
357
$20K 0.01%
+123
358
$20K 0.01%
657
+1
359
$19K ﹤0.01%
479
+95
360
$19K ﹤0.01%
50
361
$19K ﹤0.01%
163
362
$19K ﹤0.01%
464
363
$19K ﹤0.01%
302
364
$17K ﹤0.01%
+150
365
$16K ﹤0.01%
432
366
$16K ﹤0.01%
700
367
$16K ﹤0.01%
104
368
$15K ﹤0.01%
+364
369
$15K ﹤0.01%
280
370
$15K ﹤0.01%
+324
371
$15K ﹤0.01%
600
372
$14K ﹤0.01%
282
373
$14K ﹤0.01%
300
374
$14K ﹤0.01%
1,200
375
$14K ﹤0.01%
129
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13 14
15
16 17