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
$432M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.76M
3
+$1.56M
4
BND icon
Vanguard Total Bond Market
BND
+$1.07M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$872K

Top Sells

1
+$493K
2
+$403K
3
+$389K
4
WY icon
Weyerhaeuser
WY
+$311K
5
PBCT
People's United Financial Inc
PBCT
+$286K

Sector Composition

1 Technology 13.4%
2 Healthcare 7.35%
3 Financials 6.82%
4 Communication Services 5.27%
5 Industrials 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4K ﹤0.01%
+63
452
$4K ﹤0.01%
+15
453
$4K ﹤0.01%
+59
454
$4K ﹤0.01%
45
455
$4K ﹤0.01%
54
456
$4K ﹤0.01%
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457
$3K ﹤0.01%
+12
458
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459
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10
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461
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462
$3K ﹤0.01%
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463
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464
$3K ﹤0.01%
+69
465
$3K ﹤0.01%
295
466
$3K ﹤0.01%
+15
467
$3K ﹤0.01%
+50
468
$3K ﹤0.01%
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469
$3K ﹤0.01%
+27
470
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+11
471
$2K ﹤0.01%
+35
472
$2K ﹤0.01%
+202
473
$2K ﹤0.01%
+13
474
$2K ﹤0.01%
+40
475
$2K ﹤0.01%
+18
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