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
201
$87K 0.04%
1,950
202
$85K 0.04%
977
-163
203
$83K 0.04%
+675
204
$81K 0.04%
1,300
205
$79K 0.04%
655
206
$79K 0.04%
1,550
207
$78K 0.04%
3,850
208
$77K 0.04%
1,490
-188
209
$77K 0.04%
1,012
+69
210
$77K 0.04%
2,078
-100
211
$71K 0.04%
2,575
212
$71K 0.04%
10,725
213
$71K 0.04%
1,618
214
$69K 0.03%
825
-190
215
$69K 0.03%
1,299
+25
216
$66K 0.03%
774
217
$66K 0.03%
3,095
218
$64K 0.03%
1,500
219
$64K 0.03%
496
-40
220
$63K 0.03%
817
221
$63K 0.03%
575
222
$63K 0.03%
+909
223
$62K 0.03%
774
+34
224
$62K 0.03%
5,385
225
$62K 0.03%
4,490
-220
7 8
9
10 11