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
126
$325K 0.16%
28,601
+6,589
127
$315K 0.16%
6,364
+3,761
128
$313K 0.16%
2,135
129
$310K 0.16%
7,025
130
$307K 0.16%
13,265
131
$303K 0.15%
35,851
-1,059
132
$302K 0.15%
5,426
+1,895
133
$291K 0.15%
6,408
+188
134
$290K 0.15%
7,876
+6
135
$281K 0.14%
9,722
136
$276K 0.14%
13,820
+500
137
$272K 0.14%
28,440
138
$266K 0.13%
1,683
-14
139
$254K 0.13%
3,118
-94
140
$253K 0.13%
3,356
141
$247K 0.13%
3,958
+916
142
$243K 0.12%
5,561
-187
143
$240K 0.12%
7,840
144
$238K 0.12%
2,553
-100
145
$232K 0.12%
12,195
146
$223K 0.11%
7,592
-550
147
$221K 0.11%
4,394
148
$216K 0.11%
15,730
-450
149
$212K 0.11%
4,525
150
$207K 0.1%
5,038
+378
4 5
6
7 8