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
$583M
AUM Growth
+$7.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$827K
3
+$596K
4
PFE icon
Pfizer
PFE
+$516K
5
PEG icon
Public Service Enterprise Group
PEG
+$444K

Top Sells

1
+$1.66M
2
+$819K
3
+$787K
4
JNJ icon
Johnson & Johnson
JNJ
+$577K
5
HD icon
Home Depot
HD
+$448K

Sector Composition

1 Healthcare 21.38%
2 Technology 20.36%
3 Financials 13.95%
4 Communication Services 8.91%
5 Consumer Discretionary 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.35M 1.09%
117,604
-3,685
27
$6.3M 1.08%
112,641
-1,816
28
$6.27M 1.07%
22,401
-584
29
$6.02M 1.03%
139,976
+12,000
30
$6.01M 1.03%
14,002
+28
31
$5.88M 1.01%
22,159
-424
32
$5.69M 0.98%
18,984
-651
33
$5.65M 0.97%
38,911
-1,044
34
$5.34M 0.92%
179,578
+84,286
35
$5.21M 0.89%
24,561
-115
36
$5.14M 0.88%
52,833
+2,930
37
$5.12M 0.88%
87,005
+3,804
38
$4.67M 0.8%
21,996
-495
39
$4.28M 0.73%
171,581
-1,250
40
$4.21M 0.72%
38,138
+1,006
41
$4.18M 0.72%
27,696
+544
42
$4.16M 0.71%
25,732
-3,573
43
$3.99M 0.68%
23,035
+172
44
$3.98M 0.68%
18,144
+1,079
45
$3.93M 0.67%
125,616
+4,685
46
$3.89M 0.67%
39,897
+58
47
$3.79M 0.65%
18,951
-1,819
48
$3.73M 0.64%
68,535
-5,221
49
$3.56M 0.61%
28,395
+2,275
50
$3.25M 0.56%
70,044
-8,505
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