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
276
$91K 0.01%
1,208
277
$87K 0.01%
628
278
$86K 0.01%
3,444
279
$84K 0.01%
280
-24
280
$83K 0.01%
+821
281
$79K 0.01%
204
-24
282
$79K 0.01%
1,764
283
$78K 0.01%
997
-282
284
$76K 0.01%
625
-3,903
285
$75K 0.01%
184
286
$75K 0.01%
4,283
+800
287
$74K 0.01%
499
288
$73K 0.01%
1,762
-260
289
$72K 0.01%
1,298
290
$72K 0.01%
261
291
$70K 0.01%
1,453
292
$70K 0.01%
5,373
293
$69K 0.01%
934
+82
294
$68K 0.01%
176
295
$68K 0.01%
413
296
$67K 0.01%
367
297
$67K 0.01%
+666
298
$67K 0.01%
5,698
299
$67K 0.01%
4,200
-1,800
300
$66K 0.01%
525
10 11
12
13 14