HVIA

Hudson Valley Investment Advisors Portfolio holdings

AUM $961M
1-Year Est. Return 17.6%
This Quarter Est. Return
1 Year Est. Return
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$8.29M
2
+$7.97M
3
+$6.92M
4
MDT icon
Medtronic
MDT
+$6.65M
5
ISRG icon
Intuitive Surgical
ISRG
+$6.38M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 24.59%
2 Technology 14.61%
3 Financials 14.14%
4 Energy 12.75%
5 Consumer Staples 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.35M 1.6%
+125,434
27
$3.3M 1.58%
+135,532
28
$3.02M 1.45%
+80,389
29
$2.99M 1.43%
+67,443
30
$2.73M 1.31%
+32,281
31
$2.65M 1.27%
+25,822
32
$2.48M 1.19%
+55,495
33
$2.44M 1.17%
+190,069
34
$2.37M 1.13%
+39,229
35
$2.33M 1.11%
+56,330
36
$2.31M 1.1%
+48,023
37
$1.97M 0.94%
+13,045
38
$1.94M 0.93%
+31,365
39
$1.84M 0.88%
+53,775
40
$1.76M 0.84%
+7,775
41
$1.7M 0.81%
+60,431
42
$1.64M 0.78%
+28,324
43
$1.62M 0.77%
+34,300
44
$1.59M 0.76%
+27,035
45
$1.54M 0.74%
+15,602
46
$1.46M 0.7%
+22,880
47
$1.35M 0.65%
+20,815
48
$1.14M 0.54%
+20,390
49
$1.13M 0.54%
+32,146
50
$1.08M 0.52%
+135,991
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