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
$209M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$8.29M
2
+$7.97M
3
+$6.92M
4
MDT icon
Medtronic
MDT
+$6.65M
5
ISRG icon
Intuitive Surgical
ISRG
+$6.38M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 24.59%
2 Technology 14.61%
3 Financials 14.14%
4 Energy 12.75%
5 Consumer Staples 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.5%
+44,141
52
$1.04M 0.5%
+14,254
53
$995K 0.48%
+69,957
54
$924K 0.44%
+12,300
55
$864K 0.41%
+58,518
56
$841K 0.4%
+13,775
57
$832K 0.4%
+23,857
58
$820K 0.39%
+9,469
59
$816K 0.39%
+20,004
60
$802K 0.38%
+81,176
61
$775K 0.37%
+19,725
62
$739K 0.35%
+52,192
63
$736K 0.35%
+18,358
64
$725K 0.35%
+12,404
65
$645K 0.31%
+18,691
66
$604K 0.29%
+7,290
67
$579K 0.28%
+11,618
68
$523K 0.25%
+15,166
69
$522K 0.25%
+10,725
70
$516K 0.25%
+8,147
71
$509K 0.24%
+18,043
72
$507K 0.24%
+5,142
73
$487K 0.23%
+17,926
74
$480K 0.23%
+5,622
75
$457K 0.22%
+22,456
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3
4 5