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
$397M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$658K
3
+$484K
4
UNH icon
UnitedHealth
UNH
+$461K
5
FDX icon
FedEx
FDX
+$436K

Top Sells

1
+$1.31M
2
+$786K
3
+$618K
4
BA icon
Boeing
BA
+$437K
5
STL
Sterling Bancorp
STL
+$417K

Sector Composition

1 Healthcare 22.95%
2 Financials 20.08%
3 Technology 14.78%
4 Industrials 10.01%
5 Communication Services 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.68M 1.18%
31,332
+1,157
27
$4.62M 1.17%
123,113
+12,880
28
$4.54M 1.14%
18,013
+868
29
$4.47M 1.13%
34,743
+575
30
$4.38M 1.1%
56,548
+165
31
$4.3M 1.08%
63,184
+1,646
32
$4.29M 1.08%
26,621
+28
33
$4.18M 1.05%
81,110
-254
34
$4.11M 1.04%
78,440
-14,992
35
$3.65M 0.92%
36,293
+616
36
$3.61M 0.91%
31,827
-44
37
$3.51M 0.88%
56,323
+1,130
38
$3.3M 0.83%
13,741
+1,816
39
$3.25M 0.82%
48,847
+2,480
40
$3.23M 0.81%
14,962
+75
41
$3.06M 0.77%
20,232
-130
42
$3.02M 0.76%
36,578
+1,287
43
$2.99M 0.75%
20,551
+2,219
44
$2.92M 0.74%
36,874
-1,773
45
$2.9M 0.73%
48,930
+4,425
46
$2.79M 0.7%
103,799
-2,858
47
$2.73M 0.69%
18,242
+2,512
48
$2.67M 0.67%
58,344
-6,476
49
$2.66M 0.67%
19,471
-519
50
$2.65M 0.67%
65,547
-20
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2
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