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
$339M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$812K
3
+$443K
4
MDT icon
Medtronic
MDT
+$439K
5
KHC icon
Kraft Heinz
KHC
+$432K

Top Sells

1
+$2.45M
2
+$1.3M
3
+$743K
4
JCI icon
Johnson Controls International
JCI
+$521K
5
TROW icon
T. Rowe Price
TROW
+$427K

Sector Composition

1 Healthcare 23.81%
2 Financials 21.3%
3 Technology 13.43%
4 Industrials 8.89%
5 Consumer Staples 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.85M 1.13%
48,735
-16,499
27
$3.74M 1.1%
169,199
+19,020
28
$3.67M 1.08%
77,553
+4,676
29
$3.63M 1.07%
52,761
-138
30
$3.63M 1.07%
94,293
-8,774
31
$3.62M 1.07%
112,810
+5,344
32
$3.55M 1.04%
42,170
+105
33
$3.51M 1.03%
33,637
+2,290
34
$3.38M 1%
29,379
+2,873
35
$3.21M 0.95%
31,262
-255
36
$3.11M 0.92%
26,961
+1,795
37
$2.97M 0.88%
54,163
+5,450
38
$2.89M 0.85%
21,854
+231
39
$2.86M 0.84%
74,180
+7,540
40
$2.83M 0.83%
76,100
+5,300
41
$2.81M 0.83%
17,592
+1,758
42
$2.62M 0.77%
108,035
-6,494
43
$2.53M 0.75%
24,702
+2,273
44
$2.52M 0.74%
24,514
+7,888
45
$2.52M 0.74%
43,126
-4,251
46
$2.45M 0.72%
138,850
+25,080
47
$2.44M 0.72%
59,284
+5,304
48
$2.28M 0.67%
10,847
-1,630
49
$2.27M 0.67%
19,382
+1,720
50
$2.05M 0.6%
28,764
-666
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