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
$450M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.21M
3
+$665K
4
KRC icon
Kilroy Realty
KRC
+$505K
5
IFF icon
International Flavors & Fragrances
IFF
+$501K

Top Sells

1
+$1.6M
2
+$1.43M
3
+$1.36M
4
TSLA icon
Tesla
TSLA
+$1.3M
5
COST icon
Costco
COST
+$1.15M

Sector Composition

1 Technology 11.95%
2 Healthcare 7.21%
3 Financials 6.06%
4 Consumer Staples 4.08%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$20K ﹤0.01%
1,035
377
$19K ﹤0.01%
185
+75
378
$19K ﹤0.01%
368
379
$19K ﹤0.01%
400
-205
380
$18K ﹤0.01%
69
-6
381
$18K ﹤0.01%
452
382
$18K ﹤0.01%
224
383
$18K ﹤0.01%
453
384
$18K ﹤0.01%
500
385
$17K ﹤0.01%
150
386
$17K ﹤0.01%
200
387
$17K ﹤0.01%
+202
388
$17K ﹤0.01%
1,890
-1,438
389
$17K ﹤0.01%
550
390
$16K ﹤0.01%
100
391
$16K ﹤0.01%
518
392
$16K ﹤0.01%
509
+39
393
$16K ﹤0.01%
3,844
394
$15K ﹤0.01%
132
395
$15K ﹤0.01%
1,300
396
$15K ﹤0.01%
98
-13
397
$15K ﹤0.01%
350
398
$15K ﹤0.01%
+154
399
$15K ﹤0.01%
202
400
$14K ﹤0.01%
31
-14
14 15
16
17 18