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
$197M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$565K
3
+$457K
4
PAY
Verifone Systems Inc
PAY
+$399K
5
POT
Potash Corp Of Saskatchewan
POT
+$346K

Top Sells

1
+$340K
2
+$161K
3
+$137K
4
IBB icon
iShares Biotechnology ETF
IBB
+$122K
5
TEX icon
Terex
TEX
+$101K

Sector Composition

1 Technology 15.72%
2 Healthcare 11.26%
3 Financials 11.15%
4 Energy 10.39%
5 Industrials 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
370
377
$2K ﹤0.01%
+48
378
$2K ﹤0.01%
+25
379
$2K ﹤0.01%
350
380
$2K ﹤0.01%
500
381
$1K ﹤0.01%
300
382
$1K ﹤0.01%
400
383
$1K ﹤0.01%
35
384
$1K ﹤0.01%
80
385
$1K ﹤0.01%
35
386
$1K ﹤0.01%
+26
387
$1K ﹤0.01%
+23
388
$1K ﹤0.01%
+34
389
– –
-1,521
390
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-400
391
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-120
392
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-4,800
393
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-100
394
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395
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396
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397
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-100
398
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-3,200
399
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-153
400
– –
-388
13 14 15
16
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