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
$315M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2.9M
3
+$1.56M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.29M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$996K

Top Sells

1
+$980K
2
+$775K
3
+$541K
4
ACTG icon
Acacia Research
ACTG
+$392K
5
MSFT icon
Microsoft
MSFT
+$313K

Sector Composition

1 Technology 12.97%
2 Healthcare 8.45%
3 Industrials 6.98%
4 Financials 6.7%
5 Communication Services 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
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