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
$271M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Sells

1 +$435K
2 +$157K
3 +$157K
4
EWBC icon
East-West Bancorp
EWBC
+$150K
5
BKS
Barnes & Noble
BKS
+$139K

Sector Composition

1 Technology 14.6%
2 Financials 9.86%
3 Healthcare 9.76%
4 Industrials 9.22%
5 Communication Services 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$9K ﹤0.01%
54
427
$9K ﹤0.01%
79
428
$8K ﹤0.01%
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429
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670
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120
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$7K ﹤0.01%
30
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+1
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+85
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50
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$7K ﹤0.01%
+175
436
$7K ﹤0.01%
89
437
$7K ﹤0.01%
105
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$7K ﹤0.01%
263
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$6K ﹤0.01%
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$6K ﹤0.01%
690
-69
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$6K ﹤0.01%
+175
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$6K ﹤0.01%
618
443
$6K ﹤0.01%
125
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$6K ﹤0.01%
38
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$5K ﹤0.01%
28
446
$5K ﹤0.01%
85
447
$5K ﹤0.01%
119
448
$5K ﹤0.01%
135
-300
449
$5K ﹤0.01%
+200
450
$5K ﹤0.01%
300