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
$227M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$329K
2
+$319K
3
+$243K
4
CVS icon
CVS Health
CVS
+$236K
5
RIG icon
Transocean
RIG
+$207K

Top Sells

1
+$1.28M
2
+$453K
3
+$321K
4
GLD icon
SPDR Gold Trust
GLD
+$226K
5
T icon
AT&T
T
+$214K

Sector Composition

1 Healthcare 19.58%
2 Financials 16.19%
3 Technology 15.28%
4 Energy 13.68%
5 Industrials 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.39M 1.49%
151,167
+10,811
27
$3.2M 1.41%
66,970
+2,167
28
$3.07M 1.35%
197,014
+3,450
29
$3.03M 1.34%
31,374
-75
30
$2.92M 1.29%
64,379
+1,076
31
$2.89M 1.27%
54,410
-157
32
$2.87M 1.26%
40,425
+1,025
33
$2.73M 1.2%
38,934
+4,547
34
$2.46M 1.08%
13,878
+699
35
$2.45M 1.08%
48,706
+481
36
$2.31M 1.02%
12,889
-7,117
37
$2.26M 1%
64,760
+2,850
38
$2.26M 0.99%
33,775
+75
39
$2.11M 0.93%
58,389
+2,407
40
$2.07M 0.91%
7,675
-75
41
$2.06M 0.91%
28,935
+2,144
42
$1.99M 0.88%
28,587
+312
43
$1.96M 0.86%
21,905
+421
44
$1.9M 0.84%
24,665
-875
45
$1.73M 0.76%
86,100
+1,036
46
$1.46M 0.64%
15,025
-275
47
$1.43M 0.63%
21,052
+1,488
48
$1.4M 0.62%
78,711
+1,476
49
$1.24M 0.55%
49,251
+2,950
50
$1.19M 0.52%
58,418
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