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
$467M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.49M
3
+$892K
4
EFAX icon
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
+$805K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$567K

Top Sells

1
+$527K
2
+$451K
3
+$361K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$261K
5
BIDU icon
Baidu
BIDU
+$220K

Sector Composition

1 Technology 13.14%
2 Healthcare 6.97%
3 Financials 6.19%
4 Communication Services 4.27%
5 Industrials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3K ﹤0.01%
8
477
$2K ﹤0.01%
12
478
$2K ﹤0.01%
22
479
$2K ﹤0.01%
44
480
$2K ﹤0.01%
202
481
$2K ﹤0.01%
45
-2,477
482
$2K ﹤0.01%
18
483
$2K ﹤0.01%
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484
$1K ﹤0.01%
+80
485
$1K ﹤0.01%
104
486
$1K ﹤0.01%
8
487
$1K ﹤0.01%
15
488
$1K ﹤0.01%
31
489
$1K ﹤0.01%
3
490
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491
$1K ﹤0.01%
1
492
$1K ﹤0.01%
100
493
$1K ﹤0.01%
33
494
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-3
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-426
500
$0 ﹤0.01%
+10
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