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
$237M
AUM Growth
+$3.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$1.64M
3
+$1.06M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$476K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$369K

Top Sells

1
+$1.77M
2
+$565K
3
+$275K
4
CSCO icon
Cisco
CSCO
+$248K
5
PRXL
Parexel International Corp
PRXL
+$178K

Sector Composition

1 Technology 14.28%
2 Financials 10.8%
3 Healthcare 10.59%
4 Industrials 8.9%
5 Energy 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-5,438
452
– –
-220
453
– –
-64,340
454
– –
-300
455
– –
-345
15 16 17 18
19