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
$312M
AUM Growth
+$3.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.63M
3
+$551K
4
AVGO icon
Broadcom
AVGO
+$502K
5
SE
Spectra Energy Corp Wi
SE
+$367K

Top Sells

1
+$2.51M
2
+$1.78M
3
+$1.18M
4
STJ
St Jude Medical
STJ
+$799K
5
GE icon
GE Aerospace
GE
+$623K

Sector Composition

1 Healthcare 27.7%
2 Financials 19.08%
3 Technology 12.59%
4 Industrials 8.94%
5 Consumer Staples 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.74M 1.2%
57,391
-6,744
27
$3.65M 1.17%
49,614
-3,185
28
$3.53M 1.13%
41,655
-1,274
29
$3.52M 1.13%
107,775
+114
30
$3.5M 1.12%
63,572
-3,681
31
$2.97M 0.95%
12,842
-345
32
$2.87M 0.92%
31,267
-1,140
33
$2.86M 0.92%
29,210
+1,452
34
$2.78M 0.89%
21,256
-100
35
$2.77M 0.89%
34,278
+1,514
36
$2.73M 0.87%
70,180
+573
37
$2.59M 0.83%
22,638
+555
38
$2.42M 0.78%
16,262
-1,740
39
$2.41M 0.77%
24,066
+420
40
$2.4M 0.77%
180,478
-33,569
41
$2.33M 0.75%
58,500
+48,535
42
$2.33M 0.75%
113,807
-3,543
43
$1.96M 0.63%
56,500
+8,140
44
$1.93M 0.62%
37,977
-5,099
45
$1.92M 0.62%
33,580
+1,405
46
$1.89M 0.61%
45,915
+3,455
47
$1.87M 0.6%
29,367
-3,196
48
$1.77M 0.57%
48,412
+10,028
49
$1.76M 0.57%
21,135
+1,778
50
$1.74M 0.56%
12,805
+415
1
2
3 4 5