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
$308M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$823K
3
+$497K
4
DIS icon
Walt Disney
DIS
+$423K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$410K

Top Sells

1
+$5.93M
2
+$4.84M
3
+$3.51M
4
NVEC icon
NVE Corp
NVEC
+$1.4M
5
CB
CHUBB CORPORATION
CB
+$1.24M

Sector Composition

1 Healthcare 27.79%
2 Financials 19.59%
3 Technology 13.31%
4 Industrials 8.88%
5 Consumer Staples 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.59M 0.52%
19,400
-2,255
52
$1.55M 0.5%
43,375
-16,250
53
$1.53M 0.5%
42,460
+8,665
54
$1.52M 0.49%
12,390
+1,100
55
$1.51M 0.49%
24,570
+5,500
56
$1.51M 0.49%
19,357
+3,725
57
$1.51M 0.49%
16,400
+2,895
58
$1.49M 0.48%
36,980
-15,463
59
$1.48M 0.48%
17,487
+275
60
$1.47M 0.48%
20,255
-3,516
61
$1.4M 0.45%
16,150
-458
62
$1.34M 0.44%
8,953
+231
63
$1.29M 0.42%
9,965
-45,685
64
$1.28M 0.42%
40,630
+9,150
65
$1.26M 0.41%
20,050
-250
66
$1.24M 0.4%
16,630
+3,010
67
$1.21M 0.39%
22,000
68
$1.18M 0.38%
38,384
-2,627
69
$1.14M 0.37%
28,510
-350
70
$1.11M 0.36%
13,791
+1,275
71
$1.06M 0.34%
24,575
-5,450
72
$1.05M 0.34%
5,320
-125
73
$1.05M 0.34%
67,750
+53,250
74
$1M 0.33%
11,700
+2,085
75
$997K 0.32%
6,125
+120
1 2
3
4 5