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
$794M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$3M
3
+$2.67M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$871K
5
ISRG icon
Intuitive Surgical
ISRG
+$641K

Top Sells

1
+$3.03M
2
+$1.34M
3
+$1.18M
4
MSFT icon
Microsoft
MSFT
+$920K
5
AMZN icon
Amazon
AMZN
+$618K

Sector Composition

1 Technology 14.89%
2 Financials 6.85%
3 Healthcare 5.66%
4 Industrials 3.12%
5 Consumer Staples 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$38K ﹤0.01%
386
352
$36K ﹤0.01%
452
353
$35K ﹤0.01%
200
354
$35K ﹤0.01%
613
355
$35K ﹤0.01%
251
356
$34K ﹤0.01%
534
357
$34K ﹤0.01%
918
358
$33K ﹤0.01%
1,430
359
$33K ﹤0.01%
789
+465
360
$33K ﹤0.01%
732
361
$33K ﹤0.01%
272
-604
362
$32K ﹤0.01%
360
363
$31K ﹤0.01%
+514
364
$31K ﹤0.01%
362
365
$31K ﹤0.01%
576
366
$31K ﹤0.01%
351
367
$31K ﹤0.01%
166
368
$30K ﹤0.01%
95
+18
369
$30K ﹤0.01%
+400
370
$29K ﹤0.01%
422
+43
371
$28K ﹤0.01%
200
372
$28K ﹤0.01%
610
-1,152
373
$28K ﹤0.01%
120
374
$27K ﹤0.01%
125
375
$27K ﹤0.01%
1,100
13 14
15
16 17