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
$244M
AUM Growth
+$8.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$659K
2
+$412K
3
+$341K
4
EPD icon
Enterprise Products Partners
EPD
+$292K
5
MET icon
MetLife
MET
+$275K

Top Sells

1
+$391K
2
+$286K
3
+$269K
4
NBR icon
Nabors Industries
NBR
+$251K
5
IBM icon
IBM
IBM
+$249K

Sector Composition

1 Healthcare 19.76%
2 Technology 17.57%
3 Financials 16.66%
4 Energy 11.31%
5 Consumer Staples 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.52M 1.44%
34,015
+470
27
$3.46M 1.42%
13,456
-233
28
$3.45M 1.41%
63,712
+897
29
$3.41M 1.4%
156,826
-2,460
30
$3.37M 1.38%
132,943
+5,826
31
$3.37M 1.38%
57,080
+2,129
32
$3.28M 1.34%
83,303
+916
33
$2.85M 1.17%
34,232
-4,690
34
$2.74M 1.12%
14,125
-225
35
$2.64M 1.08%
65,170
+350
36
$2.64M 1.08%
17,199
-1,625
37
$2.5M 1.03%
31,025
+175
38
$2.48M 1.02%
89,936
+8,308
39
$2.48M 1.02%
48,794
-465
40
$2.41M 0.99%
28,210
-457
41
$2.29M 0.94%
57,747
+501
42
$2.05M 0.84%
20,040
-475
43
$2.02M 0.83%
21,972
+1,412
44
$2M 0.82%
87,057
+6,326
45
$1.97M 0.81%
29,413
+1,643
46
$1.78M 0.73%
59,870
+4,075
47
$1.76M 0.72%
7,315
+100
48
$1.72M 0.71%
23,188
+4,582
49
$1.57M 0.64%
32,660
+5,711
50
$1.5M 0.61%
16,404
+1,175
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