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
$794M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$3M
3
+$2.67M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$871K
5
ISRG icon
Intuitive Surgical
ISRG
+$641K

Top Sells

1
+$3.03M
2
+$1.34M
3
+$1.18M
4
MSFT icon
Microsoft
MSFT
+$920K
5
AMZN icon
Amazon
AMZN
+$618K

Sector Composition

1 Technology 14.89%
2 Financials 6.85%
3 Healthcare 5.66%
4 Industrials 3.12%
5 Consumer Staples 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4K ﹤0.01%
+41
477
$4K ﹤0.01%
+17
478
$3K ﹤0.01%
+14
479
$3K ﹤0.01%
+58
480
$3K ﹤0.01%
185
481
$3K ﹤0.01%
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482
$3K ﹤0.01%
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$3K ﹤0.01%
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485
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486
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65
487
$3K ﹤0.01%
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$2K ﹤0.01%
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$2K ﹤0.01%
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491
$2K ﹤0.01%
+11
492
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$2K ﹤0.01%
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$2K ﹤0.01%
76
497
$2K ﹤0.01%
54
498
$1K ﹤0.01%
+17
499
$1K ﹤0.01%
10
-656
500
$1K ﹤0.01%
+16
18 19
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