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
$597M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$3.23M
3
+$2.04M
4
IOT icon
Samsara
IOT
+$1.48M
5
PCOR icon
Procore
PCOR
+$1.42M

Top Sells

1
+$40M
2
+$7.38M
3
+$1.17M
4
INGR icon
Ingredion
INGR
+$1.04M
5
WPP icon
WPP
WPP
+$949K

Sector Composition

1 Technology 13.02%
2 Healthcare 6.08%
3 Financials 5.56%
4 Consumer Staples 3.63%
5 Industrials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$206K 0.03%
533
177
$205K 0.03%
1,348
178
$201K 0.03%
850
179
$199K 0.03%
1,583
180
$195K 0.03%
386
-49
181
$187K 0.03%
681
-24
182
$186K 0.03%
2,528
183
$185K 0.03%
433
184
$182K 0.03%
3,559
185
$178K 0.03%
1,504
-84
186
$173K 0.03%
2,321
187
$172K 0.03%
1,016
188
$171K 0.03%
822
+175
189
$171K 0.03%
1,993
190
$170K 0.03%
2,825
-29
191
$168K 0.03%
917
+1
192
$163K 0.03%
2,572
193
$163K 0.03%
1,284
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194
$163K 0.03%
3,444
-1,178
195
$158K 0.03%
5,837
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196
$156K 0.03%
606
197
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1,500
198
$154K 0.03%
5,307
199
$153K 0.03%
2,422
200
$153K 0.03%
3,009
-176
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8
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