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
$296M
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$13.7M
3
+$9.26M
4
KO icon
Coca-Cola
KO
+$1.96M
5
NVEC icon
NVE Corp
NVEC
+$1.72M

Top Sells

1
+$2.05M
2
+$898K
3
+$540K
4
ORCL icon
Oracle
ORCL
+$416K
5
ADT
ADT Corp
ADT
+$258K

Sector Composition

1 Healthcare 26.92%
2 Financials 18.44%
3 Technology 14.78%
4 Consumer Staples 9.35%
5 Energy 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.93M 1.33%
45,256
+2,420
27
$3.74M 1.27%
85,323
+2,020
28
$3.72M 1.26%
36,766
+2,751
29
$3.69M 1.25%
57,218
+138
30
$3.6M 1.22%
57,888
+1,815
31
$3.51M 1.19%
63,932
+220
32
$3.49M 1.18%
61,593
-2,833
33
$3.43M 1.16%
110,176
+20,240
34
$3.4M 1.15%
221,104
+12,235
35
$3.07M 1.04%
35,832
+1,600
36
$2.8M 0.95%
14,875
+750
37
$2.79M 0.95%
69,424
+4,254
38
$2.77M 0.94%
30,675
-350
39
$2.74M 0.93%
111,066
-21,877
40
$2.69M 0.91%
66,220
+48,405
41
$2.46M 0.83%
48,355
-439
42
$2.45M 0.83%
15,975
-1,224
43
$2.37M 0.8%
24,463
+2,491
44
$2.27M 0.77%
26,915
-1,295
45
$2.27M 0.77%
60,198
+2,451
46
$2.27M 0.77%
31,245
+23,565
47
$2.11M 0.71%
92,909
+5,852
48
$1.92M 0.65%
27,744
+4,556
49
$1.92M 0.65%
20,534
+4,130
50
$1.88M 0.64%
73,440
+13,570
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