HDIM

Hanson & Doremus Investment Management Portfolio holdings

AUM $832M
1-Year Est. Return 21.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$485M
AUM Growth
+$3.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$23.3M
3
+$5.13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.31M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.72M

Top Sells

1
+$26.9M
2
+$14.7M
3
+$1.74M
4
CVS icon
CVS Health
CVS
+$1.31M
5
SBUX icon
Starbucks
SBUX
+$967K

Sector Composition

1 Technology 11.49%
2 Healthcare 6.6%
3 Financials 6.38%
4 Consumer Staples 3.91%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
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