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
$286M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.45M
3
+$1.33M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.06M
5
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$802K

Top Sells

1
+$4.14M
2
+$854K
3
+$634K
4
PRXL
Parexel International Corp
PRXL
+$574K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$407K

Sector Composition

1 Technology 13.92%
2 Industrials 10%
3 Healthcare 9.12%
4 Financials 8.05%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$9K ﹤0.01%
1,087
427
$9K ﹤0.01%
79
428
$9K ﹤0.01%
150
429
$8K ﹤0.01%
100
430
$8K ﹤0.01%
+86
431
$8K ﹤0.01%
128
-127
432
$7K ﹤0.01%
195
433
$7K ﹤0.01%
50
434
$7K ﹤0.01%
175
435
$7K ﹤0.01%
105
436
$7K ﹤0.01%
72
437
$6K ﹤0.01%
350
438
$6K ﹤0.01%
759
+69
439
$6K ﹤0.01%
135
440
$6K ﹤0.01%
+220
441
$6K ﹤0.01%
16
-44
442
$6K ﹤0.01%
320
443
$6K ﹤0.01%
300
444
$6K ﹤0.01%
175
445
$6K ﹤0.01%
1,290
-2,015
446
$6K ﹤0.01%
38
447
$5K ﹤0.01%
20
-10
448
$5K ﹤0.01%
137
449
$5K ﹤0.01%
28
450
$5K ﹤0.01%
85
16 17
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19 20