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
$308M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$823K
3
+$497K
4
DIS icon
Walt Disney
DIS
+$423K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$410K

Top Sells

1
+$5.93M
2
+$4.84M
3
+$3.51M
4
NVEC icon
NVE Corp
NVEC
+$1.4M
5
CB
CHUBB CORPORATION
CB
+$1.24M

Sector Composition

1 Healthcare 27.79%
2 Financials 19.59%
3 Technology 13.31%
4 Industrials 8.88%
5 Consumer Staples 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.54M 1.15%
13,187
-265
27
$3.53M 1.15%
42,929
-2,800
28
$3.46M 1.12%
50,361
+2,408
29
$3.4M 1.1%
67,253
+720
30
$3.37M 1.1%
52,799
-912
31
$3.19M 1.03%
107,661
-3,134
32
$2.91M 0.94%
32,407
+285
33
$2.89M 0.94%
214,047
+1,039
34
$2.83M 0.92%
18,002
+1,392
35
$2.76M 0.9%
27,758
+4,255
36
$2.56M 0.83%
69,607
+872
37
$2.54M 0.83%
21,356
-10,441
38
$2.52M 0.82%
22,083
+2,960
39
$2.45M 0.8%
117,350
-1,348
40
$2.45M 0.79%
32,764
+20,141
41
$2.43M 0.79%
23,646
-983
42
$2.27M 0.74%
49,025
-12,420
43
$2.04M 0.66%
32,563
-2,982
44
$2.01M 0.65%
43,076
-3,249
45
$1.92M 0.62%
32,175
+4,350
46
$1.86M 0.6%
12,839
-691
47
$1.8M 0.59%
48,360
+11,000
48
$1.75M 0.57%
32,244
-1,424
49
$1.62M 0.53%
22,015
+1,700
50
$1.61M 0.52%
70,731
-720
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