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
$221M
AUM Growth
+$874K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Sells

1 +$2.81M
2 +$1.18M
3 +$1M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$435K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$433K

Sector Composition

1 Technology 14.99%
2 Healthcare 10.27%
3 Communication Services 9.62%
4 Industrials 9.46%
5 Financials 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$6K ﹤0.01%
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402
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403
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404
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+100
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1,390
+772
422
$4K ﹤0.01%
50
423
$3K ﹤0.01%
442
424
$3K ﹤0.01%
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425
$3K ﹤0.01%
+44