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
376
$27K ﹤0.01%
151
377
$26K ﹤0.01%
150
378
$25K ﹤0.01%
195
-18
379
$25K ﹤0.01%
150
380
$24K ﹤0.01%
234
381
$23K ﹤0.01%
92
+48
382
$23K ﹤0.01%
180
383
$23K ﹤0.01%
102
+37
384
$22K ﹤0.01%
510
385
$22K ﹤0.01%
107
386
$21K ﹤0.01%
329
387
$21K ﹤0.01%
+311
388
$21K ﹤0.01%
418
389
$21K ﹤0.01%
494
+22
390
$20K ﹤0.01%
164
391
$20K ﹤0.01%
75
-150
392
$20K ﹤0.01%
158
393
$20K ﹤0.01%
353
394
$20K ﹤0.01%
108
395
$20K ﹤0.01%
129
396
$19K ﹤0.01%
149
397
$19K ﹤0.01%
+340
398
$19K ﹤0.01%
266
399
$19K ﹤0.01%
226
400
$19K ﹤0.01%
408
+52
14 15
16
17 18