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
$748M
AUM Growth
+$63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$2.92M
3
+$2.1M
4
MRK icon
Merck
MRK
+$1.92M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.89M

Top Sells

1
+$1.24M
2
+$1.1M
3
+$1.07M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.02M
5
WMT icon
Walmart Inc
WMT
+$1.01M

Sector Composition

1 Technology 14.24%
2 Financials 7.09%
3 Healthcare 6.1%
4 Industrials 3.31%
5 Consumer Staples 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$12K ﹤0.01%
+135
427
$12K ﹤0.01%
324
-465
428
$12K ﹤0.01%
300
429
$11K ﹤0.01%
339
430
$11K ﹤0.01%
50
431
$11K ﹤0.01%
96
432
$10K ﹤0.01%
44
433
$10K ﹤0.01%
124
+1
434
$10K ﹤0.01%
+20
435
$10K ﹤0.01%
81
436
$9K ﹤0.01%
49
437
$9K ﹤0.01%
31
438
$8K ﹤0.01%
75
439
$8K ﹤0.01%
194
+26
440
$7K ﹤0.01%
+2
441
$7K ﹤0.01%
49
442
$7K ﹤0.01%
29
443
$6K ﹤0.01%
+27
444
$6K ﹤0.01%
140
445
$6K ﹤0.01%
+532
446
$6K ﹤0.01%
+70
447
$5K ﹤0.01%
138
448
$5K ﹤0.01%
500
449
$4K ﹤0.01%
+48
450
$4K ﹤0.01%
77
16 17
18
19 20