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
401
$10K ﹤0.01%
68
402
$10K ﹤0.01%
175
403
$10K ﹤0.01%
+250
404
$10K ﹤0.01%
324
405
$9K ﹤0.01%
343
406
$9K ﹤0.01%
+280
407
$9K ﹤0.01%
157
-4,379
408
$9K ﹤0.01%
43
409
$9K ﹤0.01%
150
410
$8K ﹤0.01%
36
411
$8K ﹤0.01%
400
412
$8K ﹤0.01%
364
413
$8K ﹤0.01%
183
414
$8K ﹤0.01%
155
-180
415
$7K ﹤0.01%
300
416
$7K ﹤0.01%
98
417
$7K ﹤0.01%
240
418
$7K ﹤0.01%
140
419
$7K ﹤0.01%
+90
420
$7K ﹤0.01%
170
421
$7K ﹤0.01%
+51
422
$7K ﹤0.01%
18
423
$7K ﹤0.01%
+26
424
$6K ﹤0.01%
185
425
$6K ﹤0.01%
500
15 16
17
18 19