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
151
$203K 0.1%
2,431
+31
152
$201K 0.1%
6,900
153
$201K 0.1%
4,170
+50
154
$199K 0.1%
6,500
155
$196K 0.1%
7,938
156
$194K 0.1%
241
157
$184K 0.09%
+27,582
158
$181K 0.09%
9,490
159
$175K 0.09%
1,752
160
$174K 0.09%
5,295
+1,475
161
$166K 0.08%
22,895
-280
162
$164K 0.08%
1,437
163
$162K 0.08%
9,390
-530
164
$159K 0.08%
2,347
+29
165
$154K 0.08%
5,021
-72
166
$154K 0.08%
20,711
+599
167
$147K 0.07%
1,530
+2
168
$145K 0.07%
6,262
169
$133K 0.07%
1,191
170
$132K 0.07%
2,350
171
$132K 0.07%
3,690
172
$132K 0.07%
6,063
173
$132K 0.07%
550
174
$129K 0.07%
5,450
175
$128K 0.06%
3,170
5 6
7
8 9