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
$386M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.7M
3
+$1.46M
4
BA icon
Boeing
BA
+$1.26M
5
PCN
PIMCO Corporate & Income Strategy Fund
PCN
+$982K

Top Sells

1
+$862K
2
+$811K
3
+$628K
4
INTC icon
Intel
INTC
+$621K
5
CVS icon
CVS Health
CVS
+$344K

Sector Composition

1 Healthcare 23.83%
2 Financials 20.66%
3 Technology 13.3%
4 Industrials 9.6%
5 Consumer Staples 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.57M 1.18%
39,422
-7,443
27
$4.53M 1.17%
94,360
+1,220
28
$4.5M 1.16%
30,136
+468
29
$4.33M 1.12%
81,596
-607
30
$4.24M 1.1%
54,687
+919
31
$4.15M 1.08%
67,965
-1,881
32
$4.08M 1.06%
17,200
-425
33
$4.04M 1.05%
20,615
+373
34
$3.96M 1.03%
102,028
+12,828
35
$3.68M 0.95%
61,594
-124
36
$3.66M 0.95%
40,264
-855
37
$3.64M 0.94%
36,939
+220
38
$3.52M 0.91%
32,222
-200
39
$3.48M 0.9%
26,413
+611
40
$3.44M 0.89%
23,571
+710
41
$3.36M 0.87%
113,430
+1,531
42
$3.35M 0.87%
69,288
-830
43
$3.24M 0.84%
29,260
-420
44
$2.96M 0.77%
20,742
-174
45
$2.93M 0.76%
97,827
-2,075
46
$2.91M 0.75%
35,783
-4,225
47
$2.9M 0.75%
69,430
-268
48
$2.85M 0.74%
33,991
+1,068
49
$2.85M 0.74%
15,270
+270
50
$2.58M 0.67%
11,440
+580
1
2
3 4 5