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
$359M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$879K
3
+$567K
4
ADBE icon
Adobe
ADBE
+$475K
5
ABT icon
Abbott
ABT
+$438K

Top Sells

1
+$2.44M
2
+$1.23M
3
+$1.21M
4
MDT icon
Medtronic
MDT
+$1.01M
5
STJ
St Jude Medical
STJ
+$942K

Sector Composition

1 Healthcare 24.15%
2 Financials 20.32%
3 Technology 13.82%
4 Industrials 9.06%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.09M 1.14%
173,320
+4,121
27
$3.99M 1.11%
35,182
+1,545
28
$3.9M 1.09%
16,995
+184
29
$3.79M 1.06%
80,353
+2,800
30
$3.73M 1.04%
83,568
-10,725
31
$3.67M 1.02%
28,167
+3,653
32
$3.65M 1.02%
46,476
-2,259
33
$3.64M 1.01%
40,494
-1,676
34
$3.58M 1%
27,888
+927
35
$3.47M 0.97%
158,460
+19,610
36
$3.46M 0.97%
110,399
-2,411
37
$3.44M 0.96%
82,880
+8,700
38
$3.21M 0.89%
19,557
+1,965
39
$3.2M 0.89%
31,262
40
$3.15M 0.88%
56,903
+2,740
41
$3.12M 0.87%
47,386
-5,375
42
$3.1M 0.86%
80,000
+3,900
43
$2.95M 0.82%
21,627
-227
44
$2.85M 0.8%
105,752
-2,283
45
$2.84M 0.79%
25,552
+850
46
$2.6M 0.73%
+62,264
47
$2.58M 0.72%
29,890
+2,265
48
$2.57M 0.72%
20,676
+3,030
49
$2.34M 0.65%
19,462
+80
50
$2.32M 0.65%
9,707
-1,140
1
2
3 4 5