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
$433M
AUM Growth
+$97.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$5.39M
2
+$4.87M
3
+$3.77M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$3.69M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.24M

Top Sells

1
+$1.26M
2
+$1.15M
3
+$901K
4
MSFT icon
Microsoft
MSFT
+$823K
5
PBCT
People's United Financial Inc
PBCT
+$803K

Sector Composition

1 Technology 12.4%
2 Healthcare 6.69%
3 Financials 6.29%
4 Communication Services 4.64%
5 Industrials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$32K 0.01%
145
327
$31K 0.01%
+379
328
$31K 0.01%
396
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329
$31K 0.01%
319
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330
$31K 0.01%
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$30K 0.01%
880
332
$29K 0.01%
524
-36
333
$29K 0.01%
1,061
+253
334
$27K 0.01%
391
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335
$27K 0.01%
487
336
$26K 0.01%
938
-383
337
$26K 0.01%
200
338
$26K 0.01%
1,510
-2,795
339
$26K 0.01%
123
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340
$25K 0.01%
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341
$25K 0.01%
163
342
$25K 0.01%
95
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343
$24K 0.01%
686
344
$24K 0.01%
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345
$23K 0.01%
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347
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348
$22K 0.01%
222
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349
$22K 0.01%
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350
$22K 0.01%
35
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12 13
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15 16