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
$304M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$891K
3
+$867K
4
BND icon
Vanguard Total Bond Market
BND
+$750K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$658K

Top Sells

1
+$1.59M
2
+$1.26M
3
+$1.02M
4
TD icon
Toronto Dominion Bank
TD
+$991K
5
CSCO icon
Cisco
CSCO
+$799K

Sector Composition

1 Technology 14.01%
2 Industrials 8.9%
3 Healthcare 8.3%
4 Financials 7.63%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$9K ﹤0.01%
86
427
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428
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429
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1,000
432
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50
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75
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$6K ﹤0.01%
100
448
$6K ﹤0.01%
470
449
$6K ﹤0.01%
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450
$6K ﹤0.01%
119
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