HDIM

Hanson & Doremus Investment Management Portfolio holdings

AUM $832M
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$5.08M
3
+$5.06M
4
VZ icon
Verizon
VZ
+$4.82M
5
PFE icon
Pfizer
PFE
+$4.23M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.51%
2 Financials 11.61%
3 Healthcare 11.55%
4 Energy 10.41%
5 Industrials 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$18K 0.01%
+400
277
$18K 0.01%
+100
278
$17K 0.01%
+500
279
$17K 0.01%
+200
280
$16K 0.01%
+200
281
$16K 0.01%
+300
282
$16K 0.01%
+1,200
283
$16K 0.01%
+992
284
$15K 0.01%
+67
285
$15K 0.01%
+1,245
286
$14K 0.01%
+140
287
$14K 0.01%
+460
288
$14K 0.01%
+300
289
$14K 0.01%
+250
290
$14K 0.01%
+280
291
$14K 0.01%
+380
292
$14K 0.01%
+209
293
$13K 0.01%
+500
294
$13K 0.01%
+349
295
$13K 0.01%
+298
296
$13K 0.01%
+1,825
297
$13K 0.01%
+400
298
$12K 0.01%
+710
299
$12K 0.01%
+250
300
$12K 0.01%
+1,236
10 11
12
13 14