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
$748M
AUM Growth
+$63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$9.23M
2
+$2.7M
3
+$2.08M
4
MRK icon
Merck
MRK
+$1.93M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.86M

Top Sells

1
+$1.1M
2
+$981K
3
+$971K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$951K
5
EMR icon
Emerson Electric
EMR
+$924K

Sector Composition

1 Technology 14.24%
2 Financials 7.09%
3 Healthcare 6.1%
4 Industrials 3.31%
5 Consumer Staples 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$36K ﹤0.01%
360
352
$35K ﹤0.01%
475
353
$35K ﹤0.01%
1,952
354
$35K ﹤0.01%
47
355
$34K ﹤0.01%
500
-1,000
356
$34K ﹤0.01%
386
357
$34K ﹤0.01%
251
358
$33K ﹤0.01%
534
359
$32K ﹤0.01%
613
360
$32K ﹤0.01%
732
361
$31K ﹤0.01%
351
362
$30K ﹤0.01%
362
363
$29K ﹤0.01%
200
364
$29K ﹤0.01%
954
-507
365
$29K ﹤0.01%
5
366
$29K ﹤0.01%
120
367
$28K ﹤0.01%
529
+6
368
$28K ﹤0.01%
200
369
$28K ﹤0.01%
3,904
-680
370
$28K ﹤0.01%
+666
371
$28K ﹤0.01%
166
372
$27K ﹤0.01%
379
-142
373
$27K ﹤0.01%
150
374
$26K ﹤0.01%
+2,636
375
$25K ﹤0.01%
213
-50
13 14
15
16 17