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
$339M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$812K
3
+$443K
4
MDT icon
Medtronic
MDT
+$439K
5
KHC icon
Kraft Heinz
KHC
+$432K

Top Sells

1
+$2.45M
2
+$1.3M
3
+$743K
4
JCI icon
Johnson Controls International
JCI
+$521K
5
TROW icon
T. Rowe Price
TROW
+$427K

Sector Composition

1 Healthcare 23.81%
2 Financials 21.3%
3 Technology 13.43%
4 Industrials 8.89%
5 Consumer Staples 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.04M 0.6%
17,646
+3,138
52
$2.04M 0.6%
36,705
+710
53
$2.02M 0.6%
36,479
-299
54
$1.99M 0.59%
14,000
+755
55
$1.93M 0.57%
27,625
+3,630
56
$1.87M 0.55%
36,820
+2,375
57
$1.85M 0.55%
34,248
-625
58
$1.84M 0.54%
11,606
-385
59
$1.75M 0.52%
13,703
+2,154
60
$1.74M 0.51%
54,862
+6,418
61
$1.62M 0.48%
29,099
-723
62
$1.61M 0.47%
10,995
+2,206
63
$1.59M 0.47%
69,102
-1,560
64
$1.56M 0.46%
14,796
+10,366
65
$1.52M 0.45%
19,622
+2,461
66
$1.49M 0.44%
22,090
+2,175
67
$1.46M 0.43%
19,640
+1,978
68
$1.45M 0.43%
16,729
+740
69
$1.38M 0.41%
14,323
-50
70
$1.33M 0.39%
19,698
+4,516
71
$1.27M 0.37%
30,017
+7,567
72
$1.25M 0.37%
6,739
+1,835
73
$1.2M 0.35%
15,935
-5,675
74
$1.19M 0.35%
5,135
75
$1.18M 0.35%
23,971
+466
1 2
3
4 5