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
51
$1.22M 0.62%
17,460
-1,740
52
$1.21M 0.61%
31,174
-590
53
$1.2M 0.61%
278,105
-700
54
$1.18M 0.6%
23,190
+396
55
$1.13M 0.57%
12,812
+98
56
$1.12M 0.57%
9,568
-329
57
$1.09M 0.55%
23,992
+484
58
$1.09M 0.55%
30,522
-144
59
$1.07M 0.54%
14,905
+320
60
$1.05M 0.53%
51,050
+2,550
61
$1.02M 0.52%
27,111
+4,575
62
$977K 0.49%
20,952
+12,117
63
$949K 0.48%
16,416
64
$945K 0.48%
27,695
65
$942K 0.48%
16,988
+56
66
$938K 0.48%
35,230
67
$931K 0.47%
4,099
68
$931K 0.47%
8,271
-661
69
$913K 0.46%
13,004
+293
70
$909K 0.46%
36,490
+350
71
$893K 0.45%
118,200
-125
72
$876K 0.44%
10,338
73
$876K 0.44%
27,406
-235
74
$873K 0.44%
7,188
+117
75
$863K 0.44%
106,300
-400
1 2
3
4 5