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
101
$505K 0.23%
5,053
+185
102
$488K 0.22%
5,978
103
$483K 0.22%
6,390
-300
104
$483K 0.22%
67,715
105
$472K 0.21%
54,140
-585
106
$462K 0.21%
4,686
+90
107
$460K 0.21%
13,346
-150
108
$455K 0.21%
4,486
-3,069
109
$452K 0.21%
10,940
110
$451K 0.2%
57,843
-721
111
$450K 0.2%
32,819
-4,959
112
$436K 0.2%
4,411
+925
113
$430K 0.2%
2,315
-70
114
$430K 0.2%
3,253
-160
115
$429K 0.19%
10,946
116
$429K 0.19%
2,403
117
$429K 0.19%
9,556
-400
118
$427K 0.19%
108,281
-38,835
119
$410K 0.19%
4,530
-85
120
$392K 0.18%
3,774
-1,319
121
$381K 0.17%
14,935
-1,571
122
$362K 0.16%
4,298
+431
123
$352K 0.16%
8,612
124
$351K 0.16%
9,096
-187
125
$335K 0.15%
7,450
3 4
5
6 7