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
$794M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$3M
3
+$2.67M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$871K
5
ISRG icon
Intuitive Surgical
ISRG
+$641K

Top Sells

1
+$3.03M
2
+$1.34M
3
+$1.18M
4
MSFT icon
Microsoft
MSFT
+$920K
5
AMZN icon
Amazon
AMZN
+$618K

Sector Composition

1 Technology 14.89%
2 Financials 6.85%
3 Healthcare 5.66%
4 Industrials 3.12%
5 Consumer Staples 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$14K ﹤0.01%
+109
427
$14K ﹤0.01%
339
428
$14K ﹤0.01%
48
429
$14K ﹤0.01%
190
430
$14K ﹤0.01%
+73
431
$13K ﹤0.01%
105
-66
432
$13K ﹤0.01%
300
433
$12K ﹤0.01%
100
434
$12K ﹤0.01%
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$12K ﹤0.01%
96
436
$11K ﹤0.01%
50
437
$10K ﹤0.01%
125
+1
438
$10K ﹤0.01%
+237
439
$10K ﹤0.01%
20
440
$10K ﹤0.01%
+86
441
$10K ﹤0.01%
80
-60
442
$10K ﹤0.01%
49
443
$10K ﹤0.01%
+227
444
$10K ﹤0.01%
31
445
$9K ﹤0.01%
+29
446
$9K ﹤0.01%
2
447
$9K ﹤0.01%
+52
448
$9K ﹤0.01%
+98
449
$9K ﹤0.01%
+97
450
$9K ﹤0.01%
1,040
-1,332
16 17
18
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