HDIM

Hanson & Doremus Investment Management Portfolio holdings

AUM $869M
1-Year Est. Return 23.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.82M
3
+$1.56M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.44M
5
WPP icon
WPP
WPP
+$633K

Top Sells

1
+$2.21M
2
+$450K
3
+$351K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$342K
5
IBM icon
IBM
IBM
+$333K

Sector Composition

1 Technology 13.16%
2 Healthcare 8.39%
3 Financials 6.8%
4 Industrials 5.96%
5 Communication Services 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$29K 0.01%
653
327
$27K 0.01%
974
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$27K 0.01%
134
329
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237
330
$27K 0.01%
421
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$27K 0.01%
912
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332
$27K 0.01%
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333
$27K 0.01%
366
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$27K 0.01%
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-50
335
$27K 0.01%
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336
$26K 0.01%
437
337
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149
338
$26K 0.01%
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339
$26K 0.01%
260
340
$26K 0.01%
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341
$26K 0.01%
386
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$25K 0.01%
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343
$25K 0.01%
487
344
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282
345
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347
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348
$24K 0.01%
54
349
$24K 0.01%
396
350
$24K 0.01%
145
12 13
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