HDIM

Hanson & Doremus Investment Management Portfolio holdings

AUM $869M
1-Year Est. Return 23.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$597M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$3.2M
3
+$2.02M
4
IOT icon
Samsara
IOT
+$1.51M
5
PCOR icon
Procore
PCOR
+$1.49M

Top Sells

1
+$40M
2
+$7.38M
3
+$1.13M
4
INGR icon
Ingredion
INGR
+$1.04M
5
WPP icon
WPP
WPP
+$1.03M

Sector Composition

1 Technology 13.02%
2 Healthcare 6.08%
3 Financials 5.56%
4 Consumer Staples 3.63%
5 Industrials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$26K ﹤0.01%
364
352
$26K ﹤0.01%
4,104
-10,265
353
$26K ﹤0.01%
200
354
$25K ﹤0.01%
617
+10
355
$25K ﹤0.01%
369
-1,847
356
$24K ﹤0.01%
200
357
$24K ﹤0.01%
145
358
$23K ﹤0.01%
151
359
$22K ﹤0.01%
576
360
$22K ﹤0.01%
50
361
$22K ﹤0.01%
103
-100
362
$22K ﹤0.01%
+1,048
363
$21K ﹤0.01%
140
+60
364
$21K ﹤0.01%
120
365
$21K ﹤0.01%
1,332
-1,331
366
$20K ﹤0.01%
+125
367
$20K ﹤0.01%
340
-4,169
368
$20K ﹤0.01%
200
369
$20K ﹤0.01%
640
370
$20K ﹤0.01%
576
+76
371
$19K ﹤0.01%
528
372
$19K ﹤0.01%
453
373
$19K ﹤0.01%
328
374
$19K ﹤0.01%
234
+199
375
$19K ﹤0.01%
4,150
13 14
15
16 17