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
$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%
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427
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428
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436
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+175
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$5K ﹤0.01%
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$5K ﹤0.01%
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135
-300
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$5K ﹤0.01%
+200
449
$5K ﹤0.01%
300
450
$5K ﹤0.01%
41