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
251
$113K 0.02%
1,810
+460
252
$111K 0.01%
2,233
253
$109K 0.01%
1,097
254
$108K 0.01%
204
255
$108K 0.01%
1,300
-355
256
$105K 0.01%
117
-12
257
$104K 0.01%
2,395
+23
258
$104K 0.01%
2,706
+1,299
259
$103K 0.01%
808
260
$102K 0.01%
902
261
$100K 0.01%
1,847
262
$99K 0.01%
700
-2
263
$99K 0.01%
985
264
$99K 0.01%
339
265
$99K 0.01%
1,459
266
$98K 0.01%
1,917
267
$98K 0.01%
3,434
268
$97K 0.01%
373
269
$97K 0.01%
1,316
-2,648
270
$97K 0.01%
339
+155
271
$96K 0.01%
1,851
272
$96K 0.01%
227
273
$95K 0.01%
876
274
$93K 0.01%
1,018
-290
275
$91K 0.01%
225
-75
9 10
11
12 13