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
$748M
AUM Growth
+$63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$2.92M
3
+$2.1M
4
MRK icon
Merck
MRK
+$1.92M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.89M

Top Sells

1
+$1.24M
2
+$1.1M
3
+$1.07M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.02M
5
WMT icon
Walmart Inc
WMT
+$1.01M

Sector Composition

1 Technology 14.24%
2 Financials 7.09%
3 Healthcare 6.1%
4 Industrials 3.31%
5 Consumer Staples 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$19K ﹤0.01%
119
402
$19K ﹤0.01%
107
403
$19K ﹤0.01%
108
404
$19K ﹤0.01%
472
+1
405
$19K ﹤0.01%
129
406
$18K ﹤0.01%
266
407
$18K ﹤0.01%
190
408
$18K ﹤0.01%
353
409
$18K ﹤0.01%
75
410
$18K ﹤0.01%
620
411
$17K ﹤0.01%
149
412
$16K ﹤0.01%
150
413
$16K ﹤0.01%
300
414
$16K ﹤0.01%
50
415
$15K ﹤0.01%
356
416
$14K ﹤0.01%
187
417
$14K ﹤0.01%
1,300
418
$14K ﹤0.01%
65
419
$14K ﹤0.01%
+48
420
$13K ﹤0.01%
+135
421
$13K ﹤0.01%
80
422
$13K ﹤0.01%
4,000
423
$13K ﹤0.01%
400
424
$13K ﹤0.01%
190
425
$12K ﹤0.01%
100
15 16
17
18 19