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
$349M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.82M
3
+$1.56M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.44M
5
WPP icon
WPP
WPP
+$633K

Top Sells

1
+$2.21M
2
+$450K
3
+$351K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$342K
5
IBM icon
IBM
IBM
+$333K

Sector Composition

1 Technology 13.16%
2 Healthcare 8.39%
3 Financials 6.8%
4 Industrials 5.96%
5 Communication Services 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$23K 0.01%
169
352
$23K 0.01%
87
353
$23K 0.01%
464
354
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900
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355
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302
356
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135
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357
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358
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359
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743
360
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686
361
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174
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363
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250
364
$22K 0.01%
400
365
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366
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367
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710
368
$21K 0.01%
780
369
$20K 0.01%
358
370
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371
$19K 0.01%
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372
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374
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100
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$18K 0.01%
77
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