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
$217M
AUM Growth
+$5.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.24M
3
+$877K
4
VOD icon
Vodafone
VOD
+$587K
5
BND icon
Vanguard Total Bond Market
BND
+$521K

Top Sells

1
+$2.29M
2
+$731K
3
+$479K
4
TTM
Tata Motors Limited
TTM
+$349K
5
TWX
Time Warner Inc
TWX
+$325K

Sector Composition

1 Technology 15.6%
2 Financials 11.4%
3 Energy 10.59%
4 Healthcare 10.29%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5K ﹤0.01%
116
377
$5K ﹤0.01%
383
378
$5K ﹤0.01%
262
379
$5K ﹤0.01%
+16
380
$4K ﹤0.01%
240
381
$4K ﹤0.01%
320
382
$4K ﹤0.01%
111
-25
383
$4K ﹤0.01%
180
384
$4K ﹤0.01%
130
385
$3K ﹤0.01%
350
386
$3K ﹤0.01%
370
387
$3K ﹤0.01%
78
388
$3K ﹤0.01%
23
389
$3K ﹤0.01%
130
390
$3K ﹤0.01%
38
391
$3K ﹤0.01%
150
392
$2K ﹤0.01%
54
393
$2K ﹤0.01%
34
394
$2K ﹤0.01%
75
395
– –
0
396
$2K ﹤0.01%
151
397
$2K ﹤0.01%
300
398
$2K ﹤0.01%
100
399
$1K ﹤0.01%
+20
400
$1K ﹤0.01%
36
13 14 15
16
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