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
$304M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1 +$1.49M
2 +$515K
3 +$316K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$314K
5
BWA icon
BorgWarner
BWA
+$253K

Sector Composition

1 Technology 13.44%
2 Healthcare 8.71%
3 Industrials 7.42%
4 Financials 6.67%
5 Communication Services 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$9K ﹤0.01%
465
402
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403
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404
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+1,293
409
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+450
410
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175
411
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1,000
412
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400