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
151
$234K 0.11%
3,068
152
$232K 0.11%
1,288
-14
153
$229K 0.1%
4,890
+1
154
$225K 0.1%
6,123
+7
155
$223K 0.1%
1,886
156
$218K 0.1%
2,070
+170
157
$216K 0.1%
6,630
-755
158
$208K 0.09%
1,397
159
$199K 0.09%
52,042
-7,590
160
$198K 0.09%
25,095
-6,685
161
$197K 0.09%
2,831
162
$195K 0.09%
1,201
+300
163
$195K 0.09%
6,895
+460
164
$189K 0.09%
1,980
+830
165
$183K 0.08%
5,487
166
$182K 0.08%
7,008
167
$174K 0.08%
4,629
168
$174K 0.08%
2,619
169
$172K 0.08%
5,722
170
$168K 0.08%
4,865
171
$167K 0.08%
1,262
+125
172
$165K 0.07%
3,470
+725
173
$164K 0.07%
4,819
+345
174
$162K 0.07%
+1,663
175
$161K 0.07%
525
5 6
7
8 9