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
151
$173K 0.09%
+3,042
152
$172K 0.09%
+4,120
153
$171K 0.09%
+6,500
154
$168K 0.09%
+5,093
155
$161K 0.09%
+9,490
156
$160K 0.09%
+1,752
157
$151K 0.08%
+1,528
158
$142K 0.08%
+1,437
159
$139K 0.08%
+5,450
160
$136K 0.07%
+2,318
161
$133K 0.07%
+6,063
162
$130K 0.07%
+3,170
163
$128K 0.07%
+2,603
164
$125K 0.07%
+3,820
165
$122K 0.07%
+6,262
166
$119K 0.07%
+1,880
167
$118K 0.06%
+1,191
168
$118K 0.06%
+550
169
$118K 0.06%
+4,197
170
$118K 0.06%
+20,112
171
$115K 0.06%
+9,920
172
$114K 0.06%
+23,175
173
$113K 0.06%
+5,560
174
$112K 0.06%
+5,851
175
$110K 0.06%
+3,573
5 6
7
8 9