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
$530M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$2.76M
3
+$981K
4
PFE icon
Pfizer
PFE
+$735K
5
KRC icon
Kilroy Realty
KRC
+$565K

Top Sells

1
+$6.02M
2
+$2.53M
3
+$1.18M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$867K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$434K

Sector Composition

1 Technology 12.1%
2 Healthcare 6.25%
3 Financials 5.75%
4 Industrials 3.95%
5 Consumer Staples 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$23K ﹤0.01%
+250
352
$23K ﹤0.01%
145
353
$23K ﹤0.01%
162
354
$23K ﹤0.01%
151
355
$22K ﹤0.01%
+290
356
$21K ﹤0.01%
475
357
$21K ﹤0.01%
640
358
$21K ﹤0.01%
282
+80
359
$21K ﹤0.01%
487
360
$20K ﹤0.01%
+300
361
$20K ﹤0.01%
+500
362
$20K ﹤0.01%
328
363
$20K ﹤0.01%
1,035
364
$20K ﹤0.01%
120
+47
365
$20K ﹤0.01%
300
366
$19K ﹤0.01%
528
367
$19K ﹤0.01%
163
368
$19K ﹤0.01%
150
-8
369
$18K ﹤0.01%
+200
370
$18K ﹤0.01%
453
371
$18K ﹤0.01%
200
372
$18K ﹤0.01%
28
-1
373
$18K ﹤0.01%
+375
374
$17K ﹤0.01%
+900
375
$17K ﹤0.01%
150
13 14
15
16 17