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
451
$9K ﹤0.01%
+16
452
$9K ﹤0.01%
29
453
$8K ﹤0.01%
38
+28
454
$8K ﹤0.01%
+196
455
$7K ﹤0.01%
75
456
$7K ﹤0.01%
140
457
$7K ﹤0.01%
49
458
$6K ﹤0.01%
27
459
$6K ﹤0.01%
138
460
$6K ﹤0.01%
+47
461
$6K ﹤0.01%
96
-1,220
462
$6K ﹤0.01%
70
463
$6K ﹤0.01%
500
464
$6K ﹤0.01%
+38
465
$6K ﹤0.01%
+72
466
$6K ﹤0.01%
+226
467
$5K ﹤0.01%
+75
468
$5K ﹤0.01%
168
-26
469
$4K ﹤0.01%
+19
470
$4K ﹤0.01%
+78
471
$4K ﹤0.01%
77
472
$4K ﹤0.01%
+31
473
$4K ﹤0.01%
+53
474
$4K ﹤0.01%
82
-584
475
$4K ﹤0.01%
+19
17 18
19
20 21