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
$217M
AUM Growth
+$5.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.24M
3
+$877K
4
VOD icon
Vodafone
VOD
+$587K
5
BND icon
Vanguard Total Bond Market
BND
+$521K

Top Sells

1
+$2.29M
2
+$731K
3
+$479K
4
TTM
Tata Motors Limited
TTM
+$349K
5
TWX
Time Warner Inc
TWX
+$325K

Sector Composition

1 Technology 15.6%
2 Financials 11.4%
3 Energy 10.59%
4 Healthcare 10.29%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$111K 0.05%
931
-33
202
$103K 0.05%
2,420
-100
203
$103K 0.05%
1,950
204
$102K 0.05%
7,835
205
$95K 0.04%
2,150
+180
206
$94K 0.04%
2,499
-3,062
207
$92K 0.04%
1,275
208
$89K 0.04%
5,330
-1,110
209
$88K 0.04%
1,408
-792
210
$87K 0.04%
8,475
-2,250
211
$84K 0.04%
1,426
212
$84K 0.04%
2,074
213
$83K 0.04%
1,550
214
$82K 0.04%
2,100
215
$82K 0.04%
2,090
216
$81K 0.04%
1,300
217
$81K 0.04%
650
218
$80K 0.04%
1,648
219
$80K 0.04%
1,500
220
$79K 0.04%
687
221
$79K 0.04%
774
222
$77K 0.04%
2,078
223
$76K 0.04%
943
224
$76K 0.04%
825
225
$75K 0.03%
817
7 8
9
10 11