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
$432M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.76M
3
+$1.56M
4
BND icon
Vanguard Total Bond Market
BND
+$1.07M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$872K

Top Sells

1
+$493K
2
+$403K
3
+$389K
4
WY icon
Weyerhaeuser
WY
+$311K
5
PBCT
People's United Financial Inc
PBCT
+$286K

Sector Composition

1 Technology 13.4%
2 Healthcare 7.35%
3 Financials 6.82%
4 Communication Services 5.27%
5 Industrials 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1K ﹤0.01%
+63
502
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117
503
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+20
504
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+20
505
– –
0
506
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507
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+6
508
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+10
509
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510
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+3
511
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+14
512
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8
-96
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80
-240
517
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6
518
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+15
519
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97
-13,302
520
$1K ﹤0.01%
+33
521
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+1
522
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387
523
$1K ﹤0.01%
+6
524
– –
-29
525
– –
-565
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