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
176
$109K 0.06%
+2,024
177
$109K 0.06%
+29,285
178
$109K 0.06%
+3,690
179
$109K 0.06%
+8,435
180
$108K 0.06%
+6,754
181
$107K 0.06%
+2,350
182
$106K 0.06%
+8,248
183
$104K 0.06%
+1,859
184
$103K 0.06%
+1,410
185
$101K 0.06%
+1,530
186
$100K 0.05%
+1,900
187
$99K 0.05%
+1,140
188
$98K 0.05%
+2,920
189
$96K 0.05%
+1,122
190
$94K 0.05%
+2,865
191
$92K 0.05%
+3,676
192
$91K 0.05%
+1,950
193
$88K 0.05%
+1,826
194
$88K 0.05%
+1,015
195
$87K 0.05%
+1,300
196
$83K 0.05%
+22,290
197
$79K 0.04%
+931
198
$79K 0.04%
+655
199
$79K 0.04%
+949
200
$79K 0.04%
+2,798
6 7
8
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