HDIM

Hanson & Doremus Investment Management Portfolio holdings

AUM $832M
1-Year Est. Return 21.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.33%
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 14.24%
2 Healthcare 11.26%
3 Financials 11.15%
4 Industrials 10.83%
5 Energy 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
0
377
$2K ﹤0.01%
151
378
$2K ﹤0.01%
38
379
$2K ﹤0.01%
150
380
$2K ﹤0.01%
100
381
$1K ﹤0.01%
+34
382
$1K ﹤0.01%
+23
383
$1K ﹤0.01%
+26
384
$1K ﹤0.01%
35
385
$1K ﹤0.01%
80
386
$1K ﹤0.01%
35
387
$1K ﹤0.01%
400
388
$1K ﹤0.01%
300
389
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-400
390
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391
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392
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393
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394
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395
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-3,200
396
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-100
397
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398
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399
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400
– –
-100
13 14 15
16
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