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
$405M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$732K
2
+$432K
3
+$427K
4
HON icon
Honeywell
HON
+$411K
5
UNH icon
UnitedHealth
UNH
+$361K

Top Sells

1
+$1.39M
2
+$982K
3
+$755K
4
SJM icon
J.M. Smucker
SJM
+$742K
5
MDT icon
Medtronic
MDT
+$526K

Sector Composition

1 Healthcare 22.55%
2 Financials 20.9%
3 Technology 13.99%
4 Industrials 9.53%
5 Consumer Staples 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.91M 1.21%
34,168
-63
27
$4.91M 1.21%
22,254
+1,639
28
$4.76M 1.18%
56,383
+435
29
$4.38M 1.08%
81,364
-232
30
$4.37M 1.08%
17,145
-55
31
$4.29M 1.06%
55,193
+506
32
$4.2M 1.04%
110,233
+8,205
33
$3.98M 0.98%
61,538
-56
34
$3.84M 0.95%
35,677
-1,262
35
$3.77M 0.93%
26,593
+180
36
$3.73M 0.92%
31,871
-351
37
$3.62M 0.9%
30,175
+915
38
$3.55M 0.88%
38,647
-1,617
39
$3.13M 0.77%
106,657
-6,773
40
$3.06M 0.76%
64,820
-4,468
41
$2.98M 0.74%
11,925
+485
42
$2.95M 0.73%
92,201
-5,626
43
$2.94M 0.73%
20,362
+1,150
44
$2.92M 0.72%
19,990
-752
45
$2.9M 0.72%
46,367
+305
46
$2.89M 0.71%
27,659
+4,088
47
$2.88M 0.71%
65,567
+485
48
$2.87M 0.71%
35,291
+1,300
49
$2.8M 0.69%
14,887
-383
50
$2.63M 0.65%
67,330
-2,100
1
2
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