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
$402M
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.37M
3
+$1.12M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$900K
5
TD icon
Toronto Dominion Bank
TD
+$862K

Top Sells

1
+$275K
2
+$215K
3
+$189K
4
OKE icon
Oneok
OKE
+$166K
5
VTR icon
Ventas
VTR
+$162K

Sector Composition

1 Technology 13.31%
2 Healthcare 7.88%
3 Financials 6.44%
4 Communication Services 5.26%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$194K 0.05%
4,629
-392
177
$189K 0.05%
6,997
178
$187K 0.05%
6,613
+5,351
179
$178K 0.04%
6,679
180
$176K 0.04%
643
+81
181
$175K 0.04%
1,459
-384
182
$175K 0.04%
3,290
-600
183
$175K 0.04%
860
-199
184
$175K 0.04%
2,052
185
$170K 0.04%
817
186
$167K 0.04%
3,320
-473
187
$161K 0.04%
3,270
188
$160K 0.04%
5,424
-116
189
$158K 0.04%
+8,025
190
$157K 0.04%
1,426
191
$157K 0.04%
338
-13
192
$156K 0.04%
1,824
-156
193
$156K 0.04%
1,315
194
$156K 0.04%
2,854
-1,075
195
$155K 0.04%
1,310
+1,115
196
$151K 0.04%
555
197
$149K 0.04%
966
198
$149K 0.04%
926
+111
199
$146K 0.04%
3,038
-116
200
$146K 0.04%
15,097
-3,345
6 7
8
9 10