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
$197M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1 +$839K
2 +$560K
3 +$454K
4
POT
Potash Corp Of Saskatchewan
POT
+$367K
5
WW
WW International
WW
+$364K

Top Sells

1 +$309K
2 +$159K
3 +$126K
4
IBB icon
iShares Biotechnology ETF
IBB
+$114K
5
SCHW icon
Charles Schwab
SCHW
+$103K

Sector Composition

1 Technology 14.24%
2 Healthcare 11.26%
3 Financials 11.15%
4 Industrials 10.83%
5 Energy 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-120
402
-1,521
403
-400