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
376
$14K ﹤0.01%
+61
377
$14K ﹤0.01%
96
378
$13K ﹤0.01%
789
+465
379
$13K ﹤0.01%
40
380
$13K ﹤0.01%
140
381
$13K ﹤0.01%
466
382
$13K ﹤0.01%
150
383
$12K ﹤0.01%
273
+7
384
$12K ﹤0.01%
72
385
$12K ﹤0.01%
+91
386
$11K ﹤0.01%
186
387
$11K ﹤0.01%
565
+13
388
$11K ﹤0.01%
47
389
$11K ﹤0.01%
116
390
$10K ﹤0.01%
300
391
$10K ﹤0.01%
+250
392
$10K ﹤0.01%
426
393
$9K ﹤0.01%
120
394
$9K ﹤0.01%
+180
395
$9K ﹤0.01%
59
396
$9K ﹤0.01%
343
397
$9K ﹤0.01%
1,163
398
$9K ﹤0.01%
+44
399
$8K ﹤0.01%
450
400
$8K ﹤0.01%
43
14 15
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