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
$402M
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1 +$1.47M
2 +$1.29M
3 +$1.09M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$855K
5
TD icon
Toronto Dominion Bank
TD
+$774K

Top Sells

1 +$244K
2 +$176K
3 +$166K
4
VTR icon
Ventas
VTR
+$153K
5
OKE icon
Oneok
OKE
+$145K

Sector Composition

1 Technology 13.31%
2 Healthcare 7.88%
3 Financials 6.44%
4 Communication Services 5.26%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$8K ﹤0.01%
43
402
$8K ﹤0.01%
450
403
$7K ﹤0.01%
104
404
$7K ﹤0.01%
55
405
$7K ﹤0.01%
104
+1
406
$7K ﹤0.01%
400
407
$7K ﹤0.01%
97
408
$7K ﹤0.01%
1,841
-2,708
409
$7K ﹤0.01%
+91
410
$6K ﹤0.01%
+50
411
$6K ﹤0.01%
153
412
$6K ﹤0.01%
27
413
$5K ﹤0.01%
290
414
$5K ﹤0.01%
165
415
$4K ﹤0.01%
+30
416
$4K ﹤0.01%
295
417
$4K ﹤0.01%
320
418
$4K ﹤0.01%
45
419
$4K ﹤0.01%
54
420
$3K ﹤0.01%
30
421
$3K ﹤0.01%
175
422
$3K ﹤0.01%
+130
423
$3K ﹤0.01%
36
-4
424
$2K ﹤0.01%
9
425
$1K ﹤0.01%
+29