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
$312M
AUM Growth
+$3.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.63M
3
+$551K
4
AVGO icon
Broadcom
AVGO
+$502K
5
SE
Spectra Energy Corp Wi
SE
+$367K

Top Sells

1
+$2.51M
2
+$1.78M
3
+$1.18M
4
STJ
St Jude Medical
STJ
+$799K
5
GE icon
GE Aerospace
GE
+$623K

Sector Composition

1 Healthcare 27.7%
2 Financials 19.08%
3 Technology 12.59%
4 Industrials 8.94%
5 Consumer Staples 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.73M 0.56%
23,703
+1,688
52
$1.72M 0.55%
70,569
-162
53
$1.72M 0.55%
11,834
-1,005
54
$1.69M 0.54%
37,301
-6,074
55
$1.63M 0.52%
+10,687
56
$1.62M 0.52%
29,420
+4,850
57
$1.57M 0.5%
30,046
-2,198
58
$1.55M 0.5%
100,040
+32,290
59
$1.54M 0.49%
18,485
+2,085
60
$1.53M 0.49%
21,065
+4,435
61
$1.42M 0.46%
45,912
+5,282
62
$1.41M 0.45%
17,312
-175
63
$1.38M 0.44%
14,386
+5,751
64
$1.38M 0.44%
19,935
-115
65
$1.35M 0.43%
30,885
-6,095
66
$1.33M 0.43%
14,120
+2,420
67
$1.29M 0.41%
8,463
-490
68
$1.28M 0.41%
14,956
+1,165
69
$1.26M 0.4%
15,905
-245
70
$1.2M 0.38%
15,325
-4,075
71
$1.18M 0.38%
11,922
+2,002
72
$1.16M 0.37%
25,560
-2,950
73
$1.15M 0.37%
15,598
-4,657
74
$1.15M 0.37%
5,155
-165
75
$1.13M 0.36%
24,271
+501
1 2
3
4 5