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
$212M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$955K
3
+$637K
4
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$386K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$380K

Top Sells

1
+$1.4M
2
+$1.28M
3
+$1.23M
4
XOM icon
Exxon Mobil
XOM
+$628K
5
GE icon
GE Aerospace
GE
+$521K

Sector Composition

1 Technology 14.47%
2 Financials 11.48%
3 Healthcare 11.04%
4 Industrials 10.53%
5 Energy 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1K ﹤0.01%
500
402
$1K ﹤0.01%
+36
403
$1K ﹤0.01%
+80
404
$1K ﹤0.01%
+36
405
$1K ﹤0.01%
+4,800
406
– –
-75
407
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-600
408
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-50
409
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410
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411
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412
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414
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-276
415
– –
-375
416
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-87
417
– –
-992
418
– –
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419
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420
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-150
421
– –
-266
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