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
$206M
AUM Growth
-$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$560K
2
+$489K
3
+$390K
4
JPM icon
JPMorgan Chase
JPM
+$331K
5
EGN
Energen
EGN
+$321K

Top Sells

1
+$6.65M
2
+$6.38M
3
+$564K
4
MO icon
Altria Group
MO
+$541K
5
JNJ icon
Johnson & Johnson
JNJ
+$451K

Sector Composition

1 Healthcare 18.78%
2 Technology 15.83%
3 Financials 15.72%
4 Energy 13.82%
5 Consumer Staples 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.2M 1.55%
82,049
+1,660
27
$3.02M 1.47%
25,660
-162
28
$2.94M 1.43%
64,803
-2,640
29
$2.81M 1.37%
31,449
-832
30
$2.71M 1.32%
48,225
+202
31
$2.67M 1.3%
193,564
+3,495
32
$2.62M 1.27%
63,303
+6,973
33
$2.52M 1.23%
54,567
-928
34
$2.5M 1.22%
39,400
+171
35
$2.13M 1.03%
34,387
+3,022
36
$2.08M 1.01%
13,179
+134
37
$1.87M 0.91%
61,910
+1,479
38
$1.86M 0.91%
28,275
-49
39
$1.78M 0.87%
55,982
+2,207
40
$1.76M 0.86%
7,750
-25
41
$1.76M 0.86%
26,791
+3,911
42
$1.76M 0.85%
33,700
-600
43
$1.66M 0.81%
21,484
+669
44
$1.48M 0.72%
25,540
-1,495
45
$1.47M 0.72%
15,300
-302
46
$1.45M 0.7%
85,064
+32,872
47
$1.19M 0.58%
19,564
-826
48
$1.18M 0.58%
46,301
+2,160
49
$1.13M 0.55%
77,235
+7,278
50
$1.12M 0.54%
15,404
+1,150
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