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
$685M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$8.7M
2
+$4.8M
3
+$4.15M
4
AVGO icon
Broadcom
AVGO
+$2.75M
5
AMGN icon
Amgen
AMGN
+$2.48M

Top Sells

1
+$1.08M
2
+$535K
3
+$269K
4
MCK icon
McKesson
MCK
+$226K
5
BA icon
Boeing
BA
+$225K

Sector Composition

1 Technology 13.07%
2 Healthcare 6.87%
3 Financials 6.42%
4 Consumer Staples 3.69%
5 Industrials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$10K ﹤0.01%
81
427
$10K ﹤0.01%
+155
428
$10K ﹤0.01%
339
429
$9K ﹤0.01%
123
+1
430
$9K ﹤0.01%
44
431
$8K ﹤0.01%
75
432
$8K ﹤0.01%
+49
433
$8K ﹤0.01%
31
-12
434
$7K ﹤0.01%
+710
435
$6K ﹤0.01%
49
436
$6K ﹤0.01%
125
437
$6K ﹤0.01%
500
438
$6K ﹤0.01%
+29
439
$6K ﹤0.01%
+226
440
$5K ﹤0.01%
140
441
$5K ﹤0.01%
138
442
$5K ﹤0.01%
30
443
$5K ﹤0.01%
168
444
$5K ﹤0.01%
+8
445
$5K ﹤0.01%
240
446
$5K ﹤0.01%
+88
447
$4K ﹤0.01%
5
+1
448
$4K ﹤0.01%
77
449
$4K ﹤0.01%
+122
450
$4K ﹤0.01%
184
16 17
18
19 20