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
$316M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$2.98M
3
+$1.39M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.33M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$665K

Top Sells

1
+$5.59M
2
+$2.08M
3
+$1.16M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$948K
5
CSCO icon
Cisco
CSCO
+$806K

Sector Composition

1 Technology 12.42%
2 Healthcare 8.38%
3 Financials 5.68%
4 Communication Services 5.01%
5 Industrials 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$42K 0.01%
1,484
277
$41K 0.01%
213
278
$39K 0.01%
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279
$39K 0.01%
604
280
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281
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284
$37K 0.01%
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285
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286
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287
$35K 0.01%
65
288
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120
289
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290
$34K 0.01%
260
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291
$34K 0.01%
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292
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250
293
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294
$32K 0.01%
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295
$31K 0.01%
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296
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297
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120
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298
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299
$29K 0.01%
1,657
300
$27K 0.01%
169
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