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
426
$6K ﹤0.01%
238
427
$6K ﹤0.01%
77
428
$5K ﹤0.01%
+87
429
$5K ﹤0.01%
+49
430
$5K ﹤0.01%
100
431
$5K ﹤0.01%
+37
432
$5K ﹤0.01%
240
433
$4K ﹤0.01%
65
434
$4K ﹤0.01%
+88
435
$4K ﹤0.01%
+88
436
$4K ﹤0.01%
+71
437
$4K ﹤0.01%
+50
438
$3K ﹤0.01%
30
439
$3K ﹤0.01%
+29
440
$3K ﹤0.01%
200
441
$3K ﹤0.01%
+67
442
$3K ﹤0.01%
12
443
$2K ﹤0.01%
+21
444
$2K ﹤0.01%
+21
445
$2K ﹤0.01%
+7
446
$2K ﹤0.01%
124
447
$2K ﹤0.01%
+21
448
$2K ﹤0.01%
15
449
$1K ﹤0.01%
+19
450
$1K ﹤0.01%
+8
16 17
18
19 20