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
101
$493K 0.25%
10,157
102
$477K 0.24%
4,277
-14
103
$474K 0.24%
69,212
104
$467K 0.24%
30,490
105
$462K 0.23%
3,600
-90
106
$411K 0.21%
4,924
107
$410K 0.21%
12,815
+9,950
108
$401K 0.2%
5,172
-223
109
$396K 0.2%
16,530
110
$387K 0.2%
9,062
111
$385K 0.2%
8,760
112
$378K 0.19%
9,710
-450
113
$373K 0.19%
3,287
+9
114
$373K 0.19%
7,821
-143
115
$372K 0.19%
6,948
116
$356K 0.18%
11,475
117
$356K 0.18%
8,100
118
$353K 0.18%
15,405
+2,020
119
$351K 0.18%
13,205
120
$351K 0.18%
41,423
+20,891
121
$348K 0.18%
4,715
122
$346K 0.18%
3,547
-522
123
$343K 0.17%
7,676
-111
124
$339K 0.17%
10,216
+764
125
$327K 0.17%
4,109
+157
3 4
5
6 7