HDIM

Hanson & Doremus Investment Management Portfolio holdings

AUM $832M
1-Year Est. Return 21.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$748M
AUM Growth
+$63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$2.92M
3
+$2.1M
4
MRK icon
Merck
MRK
+$1.92M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.89M

Top Sells

1
+$1.24M
2
+$1.1M
3
+$1.07M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.02M
5
WMT icon
Walmart Inc
WMT
+$1.01M

Sector Composition

1 Technology 14.24%
2 Financials 7.09%
3 Healthcare 6.1%
4 Industrials 3.31%
5 Consumer Staples 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$144K 0.02%
1,504
227
$143K 0.02%
862
+1
228
$142K 0.02%
2,107
-472
229
$141K 0.02%
2,000
230
$141K 0.02%
573
231
$140K 0.02%
1,751
232
$139K 0.02%
1,141
233
$138K 0.02%
350
-5
234
$136K 0.02%
6,662
+2,832
235
$134K 0.02%
1,108
236
$134K 0.02%
2,370
237
$133K 0.02%
2,105
-31
238
$132K 0.02%
537
239
$129K 0.02%
1,710
240
$127K 0.02%
2,665
241
$122K 0.02%
2,281
242
$120K 0.02%
1,074
243
$119K 0.02%
1,400
244
$119K 0.02%
2,000
245
$119K 0.02%
216
+33
246
$117K 0.02%
1,471
247
$117K 0.02%
3,142
248
$117K 0.02%
2,238
+150
249
$115K 0.02%
2,089
+3
250
$114K 0.02%
811
8 9
10
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