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
$322M
AUM Growth
+$6.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.48M
3
+$1.33M
4
BND icon
Vanguard Total Bond Market
BND
+$673K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$671K

Top Sells

1
+$712K
2
+$548K
3
+$368K
4
MSFT icon
Microsoft
MSFT
+$354K
5
EMBJ
Embraer S.A. ADS
EMBJ
+$299K

Sector Composition

1 Technology 12.92%
2 Healthcare 8.11%
3 Financials 6.62%
4 Industrials 6.29%
5 Communication Services 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$53K 0.02%
680
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$52K 0.02%
263
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$51K 0.02%
584
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189
280
$50K 0.02%
261
281
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500
282
$48K 0.01%
939
283
$48K 0.01%
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284
$47K 0.01%
538
285
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215
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286
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410
287
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413
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288
$46K 0.01%
390
289
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290
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290
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291
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292
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293
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2,319
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294
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295
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298
$42K 0.01%
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299
$40K 0.01%
165
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300
$39K 0.01%
264
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