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
$220M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$806K
3
+$674K
4
STX icon
Seagate
STX
+$608K
5
WWW icon
Wolverine World Wide
WWW
+$398K

Top Sells

1
+$560K
2
+$444K
3
+$400K
4
POT
Potash Corp Of Saskatchewan
POT
+$343K
5
GLD icon
SPDR Gold Trust
GLD
+$311K

Sector Composition

1 Technology 15.23%
2 Healthcare 10.77%
3 Financials 9.99%
4 Communication Services 9.01%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$772K 0.35%
83,410
-1,650
77
$762K 0.35%
17,622
78
$761K 0.35%
23,772
+288
79
$746K 0.34%
40,355
-7,075
80
$719K 0.33%
8,788
-400
81
$705K 0.32%
22,570
-90
82
$700K 0.32%
17,825
+2,250
83
$699K 0.32%
23,185
84
$697K 0.32%
17,460
-220
85
$694K 0.32%
41,280
+9,130
86
$675K 0.31%
14,880
-225
87
$672K 0.31%
17,214
+100
88
$665K 0.3%
9,779
-92
89
$660K 0.3%
24,402
90
$653K 0.3%
17,114
91
$652K 0.3%
34,265
92
$624K 0.28%
13,161
-235
93
$621K 0.28%
25,195
-150
94
$617K 0.28%
6,858
-268
95
$597K 0.27%
31,615
-12,590
96
$587K 0.27%
17,642
-150
97
$549K 0.25%
11,464
98
$545K 0.25%
10,534
-246
99
$534K 0.24%
16,725
+330
100
$513K 0.23%
30,678
+23,778
2 3
4
5 6