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
$464M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$821K
2
+$713K
3
+$519K
4
AFSI.PRE
AmTrust Financial Services, Inc.
AFSI.PRE
+$417K
5
NEE icon
NextEra Energy
NEE
+$363K

Top Sells

1
+$1.53M
2
+$466K
3
+$389K
4
ATRI
Atrion Corp
ATRI
+$319K
5
INTC icon
Intel
INTC
+$291K

Sector Composition

1 Healthcare 22.51%
2 Technology 22.12%
3 Financials 11.71%
4 Consumer Discretionary 8.94%
5 Communication Services 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.47M 1.18%
44,095
-233
27
$5.44M 1.17%
117,608
-1,269
28
$5.44M 1.17%
23,412
29
$5.29M 1.14%
151,809
+33
30
$5.28M 1.14%
144,713
+5,131
31
$5.22M 1.12%
35,045
-1,951
32
$5.07M 1.09%
16,852
+984
33
$4.86M 1.05%
201,616
+2,459
34
$4.65M 1%
22,199
+298
35
$4.54M 0.98%
20,799
-163
36
$4.23M 0.91%
25,693
-36
37
$4.21M 0.91%
53,254
+521
38
$4.07M 0.88%
78,609
-5,617
39
$3.89M 0.84%
83,412
-627
40
$3.89M 0.84%
150,132
+6,510
41
$3.84M 0.83%
97,543
-3,947
42
$3.71M 0.8%
41,953
-5,267
43
$3.65M 0.79%
26,239
-1,654
44
$3.46M 0.75%
329,066
+200
45
$3.4M 0.73%
24,372
-45
46
$3.36M 0.72%
13,344
+3,263
47
$3.02M 0.65%
7,872
+1,353
48
$2.96M 0.64%
25,780
-608
49
$2.93M 0.63%
28,145
+185
50
$2.79M 0.6%
32,426
-185
1
2
3 4 5