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
176
$120K 0.06%
1,855
-25
177
$118K 0.06%
3,897
-300
178
$116K 0.06%
8,248
179
$114K 0.06%
5,688
+128
180
$114K 0.06%
1,340
+510
181
$110K 0.06%
1,799
-60
182
$109K 0.06%
6,754
183
$109K 0.06%
2,920
184
$109K 0.06%
2,024
185
$106K 0.05%
5,520
-331
186
$105K 0.05%
8,035
-400
187
$105K 0.05%
1,530
188
$102K 0.05%
1,410
189
$102K 0.05%
3,076
+1,000
190
$101K 0.05%
1,700
-200
191
$101K 0.05%
1,124
+2
192
$99K 0.05%
24,640
-4,645
193
$98K 0.05%
3,540
+742
194
$96K 0.05%
1,901
+75
195
$95K 0.05%
964
+33
196
$95K 0.05%
+14,240
197
$93K 0.05%
1,370
+650
198
$91K 0.05%
3,676
199
$90K 0.05%
949
200
$87K 0.04%
800
6 7
8
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