HDIM

Hanson & Doremus Investment Management Portfolio holdings

AUM $832M
1-Year Est. Return 21.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.33%
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
+$8.82M
2
+$2.92M
3
+$2.1M
4
MRK icon
Merck
MRK
+$1.92M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.89M

Top Sells

1
+$1.24M
2
+$1.1M
3
+$1.07M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.02M
5
WMT icon
Walmart Inc
WMT
+$1.01M

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
376
$25K ﹤0.01%
2,372
+1,662
377
$25K ﹤0.01%
1,430
378
$25K ﹤0.01%
150
379
$24K ﹤0.01%
140
380
$24K ﹤0.01%
151
381
$24K ﹤0.01%
180
382
$24K ﹤0.01%
297
383
$23K ﹤0.01%
150
384
$23K ﹤0.01%
77
-6
385
$22K ﹤0.01%
1,100
386
$22K ﹤0.01%
234
387
$22K ﹤0.01%
576
388
$21K ﹤0.01%
779
389
$21K ﹤0.01%
329
390
$21K ﹤0.01%
27
391
$21K ﹤0.01%
418
392
$21K ﹤0.01%
510
393
$20K ﹤0.01%
171
394
$20K ﹤0.01%
165
395
$19K ﹤0.01%
+150
396
$19K ﹤0.01%
+164
397
$19K ﹤0.01%
640
398
$19K ﹤0.01%
323
399
$19K ﹤0.01%
158
400
$19K ﹤0.01%
226
14 15
16
17 18