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
$206M
AUM Growth
-$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$560K
2
+$489K
3
+$390K
4
JPM icon
JPMorgan Chase
JPM
+$331K
5
EGN
Energen
EGN
+$321K

Top Sells

1
+$6.65M
2
+$6.38M
3
+$564K
4
MO icon
Altria Group
MO
+$541K
5
JNJ icon
Johnson & Johnson
JNJ
+$451K

Sector Composition

1 Healthcare 18.78%
2 Technology 15.83%
3 Financials 15.72%
4 Energy 13.82%
5 Consumer Staples 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.52%
134,116
-1,875
52
$990K 0.48%
58,418
-100
53
$983K 0.48%
11,950
-350
54
$978K 0.48%
14,535
+760
55
$862K 0.42%
20,606
+602
56
$840K 0.41%
15,105
+3,487
57
$758K 0.37%
19,999
+1,641
58
$740K 0.36%
8,870
+4,675
59
$722K 0.35%
10,646
-1,758
60
$720K 0.35%
21,707
-2,150
61
$719K 0.35%
18,925
-800
62
$692K 0.34%
7,265
-25
63
$681K 0.33%
18,584
-107
64
$665K 0.32%
11,480
+755
65
$618K 0.3%
13,730
+3,990
66
$598K 0.29%
8,705
+558
67
$563K 0.27%
16,397
-15,749
68
$538K 0.26%
7,050
+1,100
69
$526K 0.26%
26,268
+3,812
70
$517K 0.25%
4,617
-525
71
$495K 0.24%
6,402
+950
72
$492K 0.24%
17,372
-671
73
$489K 0.24%
+21,688
74
$484K 0.24%
9,360
-300
75
$453K 0.22%
53,400
1 2
3
4 5