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
$234M
AUM Growth
+$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$430K
3
+$347K
4
DVA icon
DaVita
DVA
+$253K
5
JNJ icon
Johnson & Johnson
JNJ
+$216K

Top Sells

1
+$3.11M
2
+$685K
3
+$426K
4
IP icon
International Paper
IP
+$329K
5
VOD icon
Vodafone
VOD
+$225K

Sector Composition

1 Healthcare 19.65%
2 Technology 16.18%
3 Financials 16.05%
4 Energy 13.14%
5 Industrials 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.54%
15,915
+774
52
$1.14M 0.49%
11,900
-50
53
$1.14M 0.49%
11,420
+450
54
$1.1M 0.47%
58,418
55
$1.07M 0.46%
22,793
+1,458
56
$966K 0.41%
134,116
57
$957K 0.41%
15,025
-489
58
$943K 0.4%
7,640
+100
59
$809K 0.35%
18,226
-72
60
$807K 0.35%
20,957
+475
61
$797K 0.34%
10,837
+1,303
62
$783K 0.34%
20,260
+973
63
$776K 0.33%
16,525
+2,645
64
$758K 0.32%
9,325
+800
65
$672K 0.29%
17,957
+1,570
66
$644K 0.28%
6,627
+25
67
$627K 0.27%
26,220
+872
68
$604K 0.26%
15,475
-1,100
69
$602K 0.26%
4,878
+35
70
$589K 0.25%
19,068
+80
71
$563K 0.24%
22,492
+450
72
$560K 0.24%
5,665
+85
73
$549K 0.23%
8,464
+1,000
74
$548K 0.23%
7,198
-447
75
$532K 0.23%
13,514
+1,712
1 2
3
4 5