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
$320M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1 +$4.27M
2 +$2.31M
3 +$1.96M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.89M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.2M

Top Sells

1 +$2.15M
2 +$1.48M
3 +$292K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$214K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$202K

Sector Composition

1 Technology 13.58%
2 Healthcare 8.85%
3 Industrials 8.48%
4 Financials 7.17%
5 Communication Services 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$9K ﹤0.01%
140
402
$9K ﹤0.01%
750
403
$9K ﹤0.01%
79
404
$8K ﹤0.01%
34
405
$8K ﹤0.01%
59
406
$8K ﹤0.01%
238
407
$8K ﹤0.01%
50
408
$8K ﹤0.01%
24
409
$8K ﹤0.01%
322
410
$8K ﹤0.01%
38
411
$8K ﹤0.01%
200
412
$8K ﹤0.01%
150
413
$7K ﹤0.01%
100
414
$7K ﹤0.01%
220
415
$7K ﹤0.01%
1,000
416
$7K ﹤0.01%
115
417
$7K ﹤0.01%
490
418
$6K ﹤0.01%
119
419
$6K ﹤0.01%
759
420
$6K ﹤0.01%
175
421
$6K ﹤0.01%
283
422
$6K ﹤0.01%
5,070
423
$5K ﹤0.01%
45
424
$5K ﹤0.01%
62
-24
425
$5K ﹤0.01%
172