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
$244M
AUM Growth
+$8.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$659K
2
+$412K
3
+$341K
4
EPD icon
Enterprise Products Partners
EPD
+$292K
5
MET icon
MetLife
MET
+$275K

Top Sells

1
+$391K
2
+$286K
3
+$269K
4
NBR icon
Nabors Industries
NBR
+$251K
5
IBM icon
IBM
IBM
+$249K

Sector Composition

1 Healthcare 19.76%
2 Technology 17.57%
3 Financials 16.66%
4 Energy 11.31%
5 Consumer Staples 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.56%
19,225
-1,024
52
$1.31M 0.54%
33,350
+16,725
53
$1.23M 0.5%
25,650
+8,625
54
$1.13M 0.46%
23,021
+2,100
55
$1.13M 0.46%
132,849
-1,267
56
$1.12M 0.46%
11,025
-100
57
$1.11M 0.45%
7,525
-100
58
$1.06M 0.44%
11,360
-1,675
59
$1.05M 0.43%
11,432
+543
60
$960K 0.39%
6,030
+371
61
$950K 0.39%
58,318
-100
62
$912K 0.37%
12,988
-176
63
$864K 0.35%
11,940
+612
64
$834K 0.34%
18,524
-2,233
65
$792K 0.32%
7,325
+1,163
66
$758K 0.31%
16,496
-788
67
$752K 0.31%
17,815
-1,125
68
$748K 0.31%
6,827
+575
69
$744K 0.3%
21,988
+692
70
$742K 0.3%
27,916
+508
71
$723K 0.3%
7,673
+1,984
72
$716K 0.29%
10,400
+295
73
$685K 0.28%
7,238
-112
74
$601K 0.25%
12,228
+975
75
$597K 0.24%
7,145
-28
1 2
3
4 5