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
126
$274K 0.15%
+8,142
127
$267K 0.15%
+7,870
128
$267K 0.15%
+7,025
129
$261K 0.14%
+3,212
130
$260K 0.14%
+13,320
131
$259K 0.14%
+36,910
132
$257K 0.14%
+28,440
133
$257K 0.14%
+1,697
134
$251K 0.14%
+3,356
135
$244K 0.13%
+2,135
136
$243K 0.13%
+7,840
137
$230K 0.13%
+16,180
138
$224K 0.12%
+2,653
139
$223K 0.12%
+5,748
140
$216K 0.12%
+4,394
141
$215K 0.12%
+20,532
142
$211K 0.12%
+4,525
143
$207K 0.11%
+22,012
144
$206K 0.11%
+4,660
145
$203K 0.11%
+12,195
146
$198K 0.11%
+2,400
147
$197K 0.11%
+7,938
148
$188K 0.1%
+6,900
149
$184K 0.1%
+241
150
$176K 0.1%
+3,531
4 5
6
7 8