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
$227M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$329K
2
+$319K
3
+$243K
4
CVS icon
CVS Health
CVS
+$236K
5
RIG icon
Transocean
RIG
+$207K

Top Sells

1
+$1.28M
2
+$453K
3
+$321K
4
GLD icon
SPDR Gold Trust
GLD
+$226K
5
T icon
AT&T
T
+$214K

Sector Composition

1 Healthcare 19.58%
2 Financials 16.19%
3 Technology 15.28%
4 Energy 13.68%
5 Industrials 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.52%
15,154
-250
52
$1.12M 0.5%
15,141
+606
53
$1.03M 0.45%
11,950
54
$1.02M 0.45%
21,335
+729
55
$996K 0.44%
10,970
+2,100
56
$975K 0.43%
134,116
57
$957K 0.42%
15,514
+409
58
$864K 0.38%
7,540
+275
59
$797K 0.35%
19,287
-712
60
$786K 0.35%
18,298
-286
61
$785K 0.35%
20,482
-1,225
62
$717K 0.32%
8,525
+1,475
63
$685K 0.3%
11,180
-300
64
$683K 0.3%
9,534
-1,112
65
$654K 0.29%
13,880
+150
66
$629K 0.28%
16,387
-10
67
$613K 0.27%
6,602
+200
68
$610K 0.27%
16,575
-2,350
69
$573K 0.25%
22,042
+354
70
$552K 0.24%
4,843
+226
71
$551K 0.24%
7,645
-1,060
72
$549K 0.24%
9,360
73
$543K 0.24%
25,348
-920
74
$532K 0.23%
18,988
+1,616
75
$506K 0.22%
5,580
+50
1 2
3
4 5