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
$530M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$2.62M
3
+$917K
4
PFE icon
Pfizer
PFE
+$772K
5
DIS icon
Walt Disney
DIS
+$511K

Top Sells

1
+$6.02M
2
+$2.43M
3
+$1.17M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$721K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$431K

Sector Composition

1 Technology 12.1%
2 Healthcare 6.25%
3 Financials 5.75%
4 Industrials 3.95%
5 Consumer Staples 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1K ﹤0.01%
+3
452
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+14
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268
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5
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474
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1
475
– –
-452
16 17 18
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