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
$183M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$5.1M
3
+$4.93M
4
VZ icon
Verizon
VZ
+$4.75M
5
PFE icon
Pfizer
PFE
+$4.06M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.94%
2 Financials 11.61%
3 Healthcare 11.55%
4 Energy 10.41%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$739K 0.4%
+106,700
77
$739K 0.4%
+30,195
78
$728K 0.4%
+23,475
79
$693K 0.38%
+31,860
80
$677K 0.37%
+11,485
81
$666K 0.36%
+15,695
82
$632K 0.35%
+25,050
83
$630K 0.34%
+22,093
84
$625K 0.34%
+14,231
85
$601K 0.33%
+20,452
86
$598K 0.33%
+21,695
87
$587K 0.32%
+7,619
88
$559K 0.31%
+83,365
89
$555K 0.3%
+11,060
90
$547K 0.3%
+23,110
91
$531K 0.29%
+9,263
92
$505K 0.28%
+5,962
93
$499K 0.27%
+12,445
94
$487K 0.27%
+10,157
95
$483K 0.26%
+4,291
96
$483K 0.26%
+6,348
97
$423K 0.23%
+3,690
98
$418K 0.23%
+30,490
99
$407K 0.22%
+8,835
100
$404K 0.22%
+69,212
2 3
4
5 6