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
$359M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$879K
3
+$567K
4
ADBE icon
Adobe
ADBE
+$475K
5
ABT icon
Abbott
ABT
+$438K

Top Sells

1
+$2.44M
2
+$1.23M
3
+$1.21M
4
MDT icon
Medtronic
MDT
+$1.01M
5
STJ
St Jude Medical
STJ
+$942K

Sector Composition

1 Healthcare 24.15%
2 Financials 20.32%
3 Technology 13.82%
4 Industrials 9.06%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.31M 0.64%
41,447
+4,627
52
$2.26M 0.63%
38,650
+1,945
53
$2.24M 0.62%
14,660
+660
54
$2.11M 0.59%
62,142
+7,280
55
$2.03M 0.57%
16,691
+1,895
56
$1.95M 0.54%
39,093
+17,618
57
$1.93M 0.54%
11,596
-10
58
$1.89M 0.53%
14,398
+695
59
$1.87M 0.52%
11,395
+400
60
$1.86M 0.52%
35,904
-575
61
$1.7M 0.47%
28,400
-699
62
$1.7M 0.47%
20,672
+1,050
63
$1.69M 0.47%
31,135
-11,991
64
$1.67M 0.47%
8,577
+1,838
65
$1.66M 0.46%
33,799
-449
66
$1.63M 0.45%
67,782
-1,320
67
$1.58M 0.44%
21,423
+1,725
68
$1.52M 0.42%
21,265
-825
69
$1.5M 0.42%
21,493
+1,853
70
$1.39M 0.39%
89,415
+2,670
71
$1.36M 0.38%
17,137
+408
72
$1.3M 0.36%
30,362
+345
73
$1.24M 0.35%
5,210
+75
74
$1.23M 0.34%
24,521
+550
75
$1.22M 0.34%
109,184
1 2
3
4 5