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
$221M
AUM Growth
+$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$2.41M
3
+$1.11M
4
VOD icon
Vodafone
VOD
+$506K
5
BND icon
Vanguard Total Bond Market
BND
+$414K

Top Sells

1
+$167K
2
+$141K
3
+$132K
4
OKE icon
Oneok
OKE
+$107K
5
NGG icon
National Grid
NGG
+$100K

Sector Composition

1 Technology 15.19%
2 Financials 11.11%
3 Healthcare 10.37%
4 Energy 9.37%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2K ﹤0.01%
300
402
$2K ﹤0.01%
150
403
$2K ﹤0.01%
45
-66
404
$2K ﹤0.01%
151
405
– –
0
406
$2K ﹤0.01%
75
407
$2K ﹤0.01%
34
408
$1K ﹤0.01%
400
409
$1K ﹤0.01%
36
410
$1K ﹤0.01%
36
411
$1K ﹤0.01%
20
412
$1K ﹤0.01%
500
413
$1K ﹤0.01%
54
414
– –
-30
415
– –
-460
416
– –
-4,800
417
– –
-1,408
13 14 15 16
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