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
$363M
AUM Growth
+$4.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$897K
2
+$758K
3
+$496K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$466K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$360K

Top Sells

1
+$1.82M
2
+$1.63M
3
+$1.52M
4
BA icon
Boeing
BA
+$1.15M
5
USB icon
US Bancorp
USB
+$837K

Sector Composition

1 Healthcare 25.23%
2 Financials 20.34%
3 Technology 12.82%
4 Industrials 9.22%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.27M 1.18%
69,846
-256
27
$4.23M 1.17%
93,140
+10,260
28
$4.2M 1.16%
29,668
+1,501
29
$4.19M 1.16%
82,203
+1,850
30
$3.91M 1.08%
17,625
+630
31
$3.9M 1.07%
36,719
+1,537
32
$3.75M 1.03%
20,242
+685
33
$3.6M 0.99%
28,282
+394
34
$3.58M 0.99%
41,119
+625
35
$3.52M 0.97%
70,118
-13,450
36
$3.5M 0.96%
61,718
+4,815
37
$3.49M 0.96%
89,200
+9,200
38
$3.42M 0.94%
146,810
-11,650
39
$3.32M 0.92%
32,422
+1,160
40
$3.22M 0.89%
40,008
-6,468
41
$3.19M 0.88%
111,899
+1,500
42
$3.04M 0.84%
20,916
-711
43
$3M 0.83%
99,902
-5,850
44
$2.97M 0.82%
22,861
+2,185
45
$2.84M 0.78%
29,680
-210
46
$2.81M 0.78%
25,802
+250
47
$2.77M 0.76%
69,698
+7,434
48
$2.63M 0.72%
44,537
+3,090
49
$2.57M 0.71%
32,923
+11,500
50
$2.53M 0.7%
20,232
+770
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