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
$300M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$1.42M
3
+$477K
4
SRCL
Stericycle Inc
SRCL
+$471K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$471K

Top Sells

1
+$2.81M
2
+$2.08M
3
+$489K
4
VOD icon
Vodafone
VOD
+$330K
5
LUMN icon
Lumen
LUMN
+$240K

Sector Composition

1 Technology 14.2%
2 Industrials 9.89%
3 Financials 9.48%
4 Healthcare 8.01%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$23K 0.01%
+360
377
$23K 0.01%
120
378
$23K 0.01%
141
379
$23K 0.01%
325
380
$23K 0.01%
335
381
$22K 0.01%
743
382
$22K 0.01%
148
383
$22K 0.01%
300
384
$22K 0.01%
189
-45
385
$21K 0.01%
+193
386
$21K 0.01%
2,040
-659
387
$21K 0.01%
358
388
$21K 0.01%
400
389
$20K 0.01%
200
390
$20K 0.01%
1,300
391
$20K 0.01%
600
392
$19K 0.01%
125
393
$19K 0.01%
710
394
$18K 0.01%
200
395
$18K 0.01%
300
396
$18K 0.01%
308
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397
$18K 0.01%
460
398
$17K 0.01%
2,000
399
$17K 0.01%
315
400
$17K 0.01%
400
14 15
16
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