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
$433M
AUM Growth
+$97.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$5.39M
2
+$4.87M
3
+$3.77M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$3.69M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.24M

Top Sells

1
+$1.26M
2
+$1.15M
3
+$901K
4
MSFT icon
Microsoft
MSFT
+$823K
5
PBCT
People's United Financial Inc
PBCT
+$803K

Sector Composition

1 Technology 12.4%
2 Healthcare 6.69%
3 Financials 6.29%
4 Communication Services 4.64%
5 Industrials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
+15
477
$1K ﹤0.01%
+31
478
$1K ﹤0.01%
+3
479
$1K ﹤0.01%
+16
480
$1K ﹤0.01%
+1
481
$1K ﹤0.01%
+100
482
$1K ﹤0.01%
+33
483
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484
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485
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486
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488
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491
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492
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493
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494
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-7,490
495
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498
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499
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500
$0 ﹤0.01%
+3
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