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
376
$17K ﹤0.01%
98
377
$17K ﹤0.01%
3,844
378
$16K ﹤0.01%
132
379
$16K ﹤0.01%
1,300
380
$15K ﹤0.01%
+750
381
$15K ﹤0.01%
+170
382
$15K ﹤0.01%
108
383
$15K ﹤0.01%
311
+16
384
$14K ﹤0.01%
149
385
$14K ﹤0.01%
100
386
$14K ﹤0.01%
54
387
$14K ﹤0.01%
+99
388
$14K ﹤0.01%
150
389
$14K ﹤0.01%
+330
390
$13K ﹤0.01%
+2,000
391
$13K ﹤0.01%
695
392
$13K ﹤0.01%
+287
393
$13K ﹤0.01%
25
394
$13K ﹤0.01%
+600
395
$12K ﹤0.01%
+99
396
$12K ﹤0.01%
+825
397
$11K ﹤0.01%
20
398
$11K ﹤0.01%
+144
399
$10K ﹤0.01%
320
400
$10K ﹤0.01%
+125
14 15
16
17 18