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
$530M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$2.62M
3
+$917K
4
PFE icon
Pfizer
PFE
+$772K
5
DIS icon
Walt Disney
DIS
+$511K

Top Sells

1
+$6.02M
2
+$2.43M
3
+$1.17M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$721K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$431K

Sector Composition

1 Technology 12.1%
2 Healthcare 6.25%
3 Financials 5.75%
4 Industrials 3.95%
5 Consumer Staples 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-2,000
477
– –
-800
478
$0 ﹤0.01%
+6
479
– –
-2,920
16 17 18 19
20