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
$220M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$829K
3
+$701K
4
STX icon
Seagate
STX
+$632K
5
WWW icon
Wolverine World Wide
WWW
+$446K

Top Sells

1
+$589K
2
+$446K
3
+$398K
4
SPLS
Staples Inc
SPLS
+$346K
5
GLD icon
SPDR Gold Trust
GLD
+$324K

Sector Composition

1 Technology 14.26%
2 Healthcare 10.77%
3 Financials 9.99%
4 Industrials 9.61%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-6
477
– –
-2
478
$0 ﹤0.01%
6
479
– –
-10
480
$0 ﹤0.01%
7
481
$0 ﹤0.01%
130
482
– –
-449
483
– –
-250
484
– –
-4,800
485
$0 ﹤0.01%
120
16 17 18 19
20