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
$208M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$845K
2
+$754K
3
+$492K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$464K
5
ACCO icon
Acco Brands
ACCO
+$458K

Top Sells

1
+$741K
2
+$373K
3
+$370K
4
TEX icon
Terex
TEX
+$364K
5
PFE icon
Pfizer
PFE
+$354K

Sector Composition

1 Technology 13.75%
2 Financials 11.55%
3 Industrials 11.26%
4 Healthcare 10.79%
5 Energy 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$10K ﹤0.01%
634
352
$10K ﹤0.01%
750
353
$10K ﹤0.01%
+121
354
$10K ﹤0.01%
190
355
$10K ﹤0.01%
222
356
$10K ﹤0.01%
171
-331
357
$10K ﹤0.01%
+170
358
$10K ﹤0.01%
+150
359
$9K ﹤0.01%
400
-100
360
$9K ﹤0.01%
+1,624
361
$9K ﹤0.01%
1,000
362
$8K ﹤0.01%
114
363
$8K ﹤0.01%
+750
364
$8K ﹤0.01%
+79
365
$8K ﹤0.01%
+335
366
$8K ﹤0.01%
+390
367
$7K ﹤0.01%
86
368
$7K ﹤0.01%
+250
369
$7K ﹤0.01%
+150
370
$7K ﹤0.01%
900
371
$6K ﹤0.01%
100
372
$5K ﹤0.01%
75
373
$5K ﹤0.01%
50
374
$5K ﹤0.01%
759
375
$5K ﹤0.01%
285
13 14
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