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
$234M
AUM Growth
+$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$430K
3
+$347K
4
DVA icon
DaVita
DVA
+$253K
5
JNJ icon
Johnson & Johnson
JNJ
+$216K

Top Sells

1
+$3.11M
2
+$685K
3
+$426K
4
IP icon
International Paper
IP
+$329K
5
VOD icon
Vodafone
VOD
+$225K

Sector Composition

1 Healthcare 19.65%
2 Technology 16.18%
3 Financials 16.05%
4 Energy 13.14%
5 Industrials 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.5M 1.5%
203,425
+6,411
27
$3.36M 1.44%
126,912
-1,971
28
$3.35M 1.43%
67,388
+3,009
29
$3.35M 1.43%
26,671
+586
30
$3.04M 1.3%
14,789
-15,115
31
$2.98M 1.28%
39,709
+775
32
$2.97M 1.27%
33,235
+1,861
33
$2.85M 1.22%
41,952
+1,527
34
$2.82M 1.21%
54,319
-91
35
$2.4M 1.03%
14,653
+775
36
$2.35M 1%
51,299
+2,593
37
$2.34M 1%
66,385
+1,625
38
$2.34M 1%
33,425
-350
39
$2.17M 0.93%
29,748
+813
40
$2.14M 0.91%
21,811
-94
41
$2.12M 0.9%
58,534
+145
42
$2M 0.86%
7,910
+235
43
$1.94M 0.83%
29,754
+1,167
44
$1.85M 0.79%
24,065
-600
45
$1.74M 0.75%
83,754
+5,043
46
$1.66M 0.71%
22,527
+1,475
47
$1.48M 0.63%
15,105
+80
48
$1.46M 0.62%
75,936
-10,164
49
$1.42M 0.61%
51,820
+2,569
50
$1.34M 0.57%
15,394
+240
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