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
$794M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$3M
3
+$2.67M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$871K
5
ISRG icon
Intuitive Surgical
ISRG
+$641K

Top Sells

1
+$3.03M
2
+$1.34M
3
+$1.18M
4
MSFT icon
Microsoft
MSFT
+$920K
5
AMZN icon
Amazon
AMZN
+$618K

Sector Composition

1 Technology 14.89%
2 Financials 6.85%
3 Healthcare 5.66%
4 Industrials 3.12%
5 Consumer Staples 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$19K ﹤0.01%
75
402
$18K ﹤0.01%
779
403
$18K ﹤0.01%
+370
404
$18K ﹤0.01%
27
405
$18K ﹤0.01%
190
406
$18K ﹤0.01%
323
407
$17K ﹤0.01%
+104
408
$17K ﹤0.01%
+114
409
$16K ﹤0.01%
682
-272
410
$16K ﹤0.01%
80
411
$16K ﹤0.01%
640
412
$16K ﹤0.01%
300
413
$16K ﹤0.01%
150
414
$16K ﹤0.01%
119
415
$15K ﹤0.01%
+47
416
$15K ﹤0.01%
+44
417
$15K ﹤0.01%
187
418
$15K ﹤0.01%
+216
419
$15K ﹤0.01%
+221
420
$15K ﹤0.01%
1,300
421
$15K ﹤0.01%
135
422
$15K ﹤0.01%
50
423
$14K ﹤0.01%
150
424
$14K ﹤0.01%
135
425
$14K ﹤0.01%
168
-129
15 16
17
18 19