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
401
$1K ﹤0.01%
36
402
$1K ﹤0.01%
+20
403
$1K ﹤0.01%
500
404
$0 ﹤0.01%
+30
405
– –
-1,000
406
– –
-300
407
$0 ﹤0.01%
4,800
408
– –
-150
409
– –
-80
410
– –
-750
411
– –
-455
412
– –
-223
413
– –
-75
414
– –
-120
415
– –
-80
13 14 15 16
17