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
$183M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1 +$5.58M
2 +$5.08M
3 +$5.06M
4
VZ icon
Verizon
VZ
+$4.82M
5
PFE icon
Pfizer
PFE
+$4.23M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.51%
2 Financials 11.61%
3 Healthcare 11.55%
4 Energy 10.41%
5 Industrials 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$1K ﹤0.01%
+300
352
$0 ﹤0.01%
+100
353
$0 ﹤0.01%
+4,800
354
$0 ﹤0.01%
+120