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
$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%