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
$300M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$1.42M
3
+$477K
4
SRCL
Stericycle Inc
SRCL
+$471K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$471K

Top Sells

1
+$2.81M
2
+$2.08M
3
+$489K
4
VOD icon
Vodafone
VOD
+$330K
5
LUMN icon
Lumen
LUMN
+$240K

Sector Composition

1 Technology 14.2%
2 Industrials 9.89%
3 Financials 9.48%
4 Healthcare 8.01%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$30K 0.01%
285
352
$29K 0.01%
400
353
$29K 0.01%
230
354
$29K 0.01%
268
355
$28K 0.01%
2,005
356
$28K 0.01%
1,422
357
$28K 0.01%
565
358
$28K 0.01%
328
359
$27K 0.01%
840
360
$26K 0.01%
312
361
$26K 0.01%
164
362
$26K 0.01%
5,400
363
$26K 0.01%
120
364
$24K 0.01%
250
365
$24K 0.01%
450
366
$24K 0.01%
688
367
$24K 0.01%
400
368
$24K 0.01%
425
369
$24K 0.01%
353
370
$24K 0.01%
290
371
$23K 0.01%
1,391
372
$23K 0.01%
494
373
$23K 0.01%
250
374
$23K 0.01%
200
375
$23K 0.01%
100
13 14
15
16 17