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
101
$403K 0.22%
+6,948
102
$392K 0.21%
+4,069
103
$388K 0.21%
+16,530
104
$372K 0.2%
+9,062
105
$367K 0.2%
+3,278
106
$367K 0.2%
+20,930
107
$360K 0.2%
+4,924
108
$358K 0.2%
+25,284
109
$358K 0.2%
+4,715
110
$357K 0.2%
+7,964
111
$351K 0.19%
+10,160
112
$350K 0.19%
+5,395
113
$350K 0.19%
+13,205
114
$349K 0.19%
+8,100
115
$343K 0.19%
+11,475
116
$343K 0.19%
+82,685
117
$335K 0.18%
+8,760
118
$330K 0.18%
+9,452
119
$324K 0.18%
+13,385
120
$323K 0.18%
+3,952
121
$322K 0.18%
+7,787
122
$319K 0.17%
+3,370
123
$310K 0.17%
+13,265
124
$292K 0.16%
+6,220
125
$287K 0.16%
+9,722
3 4
5
6 7