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
$229M
AUM Growth
-$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$632K
2
+$476K
3
+$373K
4
YUM icon
Yum! Brands
YUM
+$297K
5
XEC
CIMAREX ENERGY CO
XEC
+$230K

Top Sells

1
+$1.25M
2
+$484K
3
+$397K
4
COP icon
ConocoPhillips
COP
+$389K
5
CVS icon
CVS Health
CVS
+$356K

Sector Composition

1 Healthcare 19.21%
2 Technology 16.57%
3 Financials 15.06%
4 Energy 14.72%
5 Consumer Staples 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 0.51%
23,718
+925
52
$1.17M 0.51%
11,200
-700
53
$1.11M 0.48%
10,204
-1,216
54
$1.09M 0.47%
13,735
-2,180
55
$1.03M 0.45%
134,116
56
$1.01M 0.44%
58,418
57
$914K 0.4%
7,640
58
$830K 0.36%
20,302
-655
59
$822K 0.36%
19,413
-847
60
$820K 0.36%
13,192
-1,833
61
$806K 0.35%
16,889
-1,337
62
$780K 0.34%
10,732
-105
63
$770K 0.34%
18,369
+412
64
$761K 0.33%
14,810
-1,715
65
$711K 0.31%
8,125
-1,200
66
$683K 0.3%
26,676
+456
67
$642K 0.28%
6,227
-400
68
$637K 0.28%
19,256
+188
69
$632K 0.28%
+8,750
70
$625K 0.27%
5,284
+406
71
$592K 0.26%
14,825
-650
72
$591K 0.26%
13,919
+436
73
$558K 0.24%
12,921
-593
74
$546K 0.24%
8,013
-451
75
$517K 0.23%
1,617
+6
1 2
3
4 5