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
$467M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.49M
3
+$892K
4
EFAX icon
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
+$805K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$567K

Top Sells

1
+$527K
2
+$451K
3
+$361K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$261K
5
BIDU icon
Baidu
BIDU
+$220K

Sector Composition

1 Technology 13.14%
2 Healthcare 6.97%
3 Financials 6.19%
4 Communication Services 4.27%
5 Industrials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$37K 0.01%
4,606
327
$37K 0.01%
225
328
$37K 0.01%
270
+250
329
$37K 0.01%
195
+100
330
$37K 0.01%
3,185
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331
$36K 0.01%
574
+198
332
$36K 0.01%
205
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333
$35K 0.01%
952
-23
334
$35K 0.01%
386
335
$34K 0.01%
213
+200
336
$34K 0.01%
379
337
$34K 0.01%
396
338
$34K 0.01%
703
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339
$33K 0.01%
563
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340
$33K 0.01%
145
341
$32K 0.01%
+225
342
$32K 0.01%
345
+300
343
$31K 0.01%
1,359
-114
344
$31K 0.01%
605
345
$31K 0.01%
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346
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347
$30K 0.01%
800
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348
$30K 0.01%
165
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349
$29K 0.01%
938
350
$29K 0.01%
+350
12 13
14
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