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
$748M
AUM Growth
+$63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$9.23M
2
+$2.7M
3
+$2.08M
4
MRK icon
Merck
MRK
+$1.93M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.86M

Top Sells

1
+$1.1M
2
+$981K
3
+$971K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$951K
5
EMR icon
Emerson Electric
EMR
+$924K

Sector Composition

1 Technology 14.24%
2 Financials 7.09%
3 Healthcare 6.1%
4 Industrials 3.31%
5 Consumer Staples 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$254K 0.03%
570
+200
177
$248K 0.03%
794
178
$246K 0.03%
922
179
$245K 0.03%
989
180
$245K 0.03%
1,102
181
$240K 0.03%
982
182
$239K 0.03%
1,282
-491
183
$237K 0.03%
6,143
+1,868
184
$236K 0.03%
8,212
-2,775
185
$231K 0.03%
433
186
$231K 0.03%
1,500
187
$228K 0.03%
4,813
188
$228K 0.03%
15,161
-695
189
$222K 0.03%
1,461
+200
190
$219K 0.03%
522
191
$218K 0.03%
8,502
-3,914
192
$213K 0.03%
9,844
-5,696
193
$213K 0.03%
3,184
194
$212K 0.03%
3,604
-261
195
$211K 0.03%
1,213
196
$209K 0.03%
2,355
-283
197
$205K 0.03%
2,435
-1,215
198
$204K 0.03%
539
199
$202K 0.03%
608
200
$200K 0.03%
1,504
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8
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