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
$685M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$8.7M
2
+$4.8M
3
+$4.15M
4
AVGO icon
Broadcom
AVGO
+$2.75M
5
AMGN icon
Amgen
AMGN
+$2.48M

Top Sells

1
+$1.08M
2
+$535K
3
+$269K
4
MCK icon
McKesson
MCK
+$226K
5
BA icon
Boeing
BA
+$225K

Sector Composition

1 Technology 13.07%
2 Healthcare 6.87%
3 Financials 6.42%
4 Consumer Staples 3.69%
5 Industrials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$33K ﹤0.01%
163
352
$33K ﹤0.01%
396
353
$33K ﹤0.01%
521
-225
354
$32K ﹤0.01%
351
355
$32K ﹤0.01%
475
356
$31K ﹤0.01%
263
357
$31K ﹤0.01%
140
358
$31K ﹤0.01%
613
359
$31K ﹤0.01%
827
+122
360
$31K ﹤0.01%
+400
361
$31K ﹤0.01%
789
+465
362
$31K ﹤0.01%
386
363
$31K ﹤0.01%
732
+108
364
$30K ﹤0.01%
460
365
$30K ﹤0.01%
200
366
$30K ﹤0.01%
534
367
$29K ﹤0.01%
4,584
368
$29K ﹤0.01%
47
369
$28K ﹤0.01%
+362
370
$28K ﹤0.01%
1,100
-51
371
$28K ﹤0.01%
120
372
$27K ﹤0.01%
779
-1,448
373
$26K ﹤0.01%
200
374
$25K ﹤0.01%
523
-1,483
375
$25K ﹤0.01%
+166
13 14
15
16 17