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
$296M
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$13.7M
3
+$9.26M
4
KO icon
Coca-Cola
KO
+$1.96M
5
NVEC icon
NVE Corp
NVEC
+$1.72M

Top Sells

1
+$2.05M
2
+$898K
3
+$540K
4
ORCL icon
Oracle
ORCL
+$416K
5
ADT
ADT Corp
ADT
+$258K

Sector Composition

1 Healthcare 26.92%
2 Financials 18.44%
3 Technology 14.78%
4 Consumer Staples 9.35%
5 Energy 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.87M 0.63%
41,479
+8,819
52
$1.86M 0.63%
31,243
+1,830
53
$1.72M 0.58%
+25,000
54
$1.69M 0.57%
42,100
+8,750
55
$1.67M 0.57%
7,970
+655
56
$1.55M 0.53%
19,750
+525
57
$1.49M 0.51%
34,850
+9,200
58
$1.44M 0.49%
+20,000
59
$1.31M 0.44%
8,185
+2,155
60
$1.27M 0.43%
10,825
-200
61
$1.26M 0.43%
25,157
+2,136
62
$1.17M 0.4%
7,255
-270
63
$1.14M 0.39%
10,873
+3,200
64
$1.12M 0.38%
132,849
65
$1.08M 0.37%
13,492
+2,060
66
$1.06M 0.36%
10,342
+3,515
67
$1.05M 0.36%
9,660
+2,335
68
$1.02M 0.35%
13,870
+1,930
69
$1.01M 0.34%
14,899
+1,911
70
$948K 0.32%
+14,500
71
$944K 0.32%
58,318
72
$922K 0.31%
9,460
-1,900
73
$811K 0.27%
17,499
-1,025
74
$807K 0.27%
10,850
+450
75
$795K 0.27%
9,001
+4,063
1 2
3
4 5