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
$197M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$565K
3
+$457K
4
PAY
Verifone Systems Inc
PAY
+$399K
5
POT
Potash Corp Of Saskatchewan
POT
+$346K

Top Sells

1
+$340K
2
+$161K
3
+$137K
4
IBB icon
iShares Biotechnology ETF
IBB
+$122K
5
TEX icon
Terex
TEX
+$101K

Sector Composition

1 Technology 15.72%
2 Healthcare 11.26%
3 Financials 11.15%
4 Energy 10.39%
5 Industrials 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 1.07%
124,114
-493
27
$2.08M 1.06%
11,768
+12
28
$1.96M 0.99%
57,393
+715
29
$1.94M 0.98%
41,903
+240
30
$1.94M 0.98%
27,855
-283
31
$1.73M 0.87%
26,672
-1,130
32
$1.6M 0.81%
27,793
+3,106
33
$1.6M 0.81%
85,835
+3,080
34
$1.58M 0.8%
69,260
+17,460
35
$1.55M 0.79%
41,541
+9,035
36
$1.55M 0.79%
54,179
37
$1.55M 0.78%
46,115
-3,005
38
$1.53M 0.77%
90,366
+1,050
39
$1.52M 0.77%
37,939
-108
40
$1.5M 0.76%
28,127
-440
41
$1.49M 0.75%
23,566
-172
42
$1.47M 0.75%
18,325
+2,180
43
$1.44M 0.73%
98,186
+9,991
44
$1.42M 0.72%
30,429
+2,695
45
$1.41M 0.71%
39,155
-405
46
$1.39M 0.7%
22,105
-132
47
$1.31M 0.66%
41,900
+11,070
48
$1.3M 0.66%
24,799
+579
49
$1.24M 0.63%
14,349
+996
50
$1.24M 0.63%
49,067
+880
1
2
3 4 5