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
$315M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Sells

1 +$994K
2 +$784K
3 +$541K
4
ACTG icon
Acacia Research
ACTG
+$392K
5
MSFT icon
Microsoft
MSFT
+$331K

Sector Composition

1 Technology 13.12%
2 Healthcare 8.45%
3 Industrials 6.82%
4 Financials 6.7%
5 Communication Services 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$7K ﹤0.01%
151
427
$7K ﹤0.01%
450
428
$6K ﹤0.01%
100
429
$6K ﹤0.01%
+103
430
$6K ﹤0.01%
205
431
$6K ﹤0.01%
135
432
$6K ﹤0.01%
200
433
$6K ﹤0.01%
175
434
$6K ﹤0.01%
175
435
$6K ﹤0.01%
+153
436
$6K ﹤0.01%
115
437
$6K ﹤0.01%
+43
438
$5K ﹤0.01%
125
439
$5K ﹤0.01%
350
440
$5K ﹤0.01%
245
-273
441
$5K ﹤0.01%
+100
442
$5K ﹤0.01%
+77
443
$5K ﹤0.01%
400
444
$5K ﹤0.01%
+27
445
$5K ﹤0.01%
30
446
$4K ﹤0.01%
+220
447
$4K ﹤0.01%
+54
448
$4K ﹤0.01%
+45
449
$4K ﹤0.01%
78
450
$4K ﹤0.01%
1,000