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
76
$846K 0.43%
33,825
+3,630
77
$835K 0.42%
32,140
+9,030
78
$821K 0.42%
24,608
-50
79
$759K 0.38%
25,430
+1,955
80
$745K 0.38%
26,761
-5,800
81
$744K 0.38%
+50,845
82
$741K 0.38%
20,855
-840
83
$736K 0.37%
4,743
+1,373
84
$708K 0.36%
11,710
+650
85
$704K 0.36%
82,685
86
$690K 0.35%
33,495
+12,565
87
$683K 0.35%
21,743
-350
88
$669K 0.34%
15,620
-75
89
$655K 0.33%
14,231
90
$649K 0.33%
13,615
+1,170
91
$646K 0.33%
11,178
-307
92
$631K 0.32%
31,860
93
$623K 0.32%
20,452
94
$621K 0.31%
25,050
95
$619K 0.31%
83,365
96
$618K 0.31%
8,175
+556
97
$612K 0.31%
9,699
+436
98
$569K 0.29%
33,432
+8,148
99
$540K 0.27%
6,248
-100
100
$532K 0.27%
5,962
2 3
4
5 6