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
$363M
AUM Growth
+$4.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$897K
2
+$758K
3
+$496K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$466K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$360K

Top Sells

1
+$1.82M
2
+$1.63M
3
+$1.52M
4
BA icon
Boeing
BA
+$1.15M
5
USB icon
US Bancorp
USB
+$837K

Sector Composition

1 Healthcare 25.23%
2 Financials 20.34%
3 Technology 12.82%
4 Industrials 9.22%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.52M 0.69%
43,265
+4,615
52
$2.45M 0.67%
64,102
+1,960
53
$2.42M 0.67%
15,000
+340
54
$2.36M 0.65%
10,860
+2,283
55
$2.34M 0.64%
17,676
+985
56
$2.11M 0.58%
8,672
-1,035
57
$2M 0.55%
23,977
+3,305
58
$1.89M 0.52%
10,956
-439
59
$1.82M 0.5%
41,317
+2,224
60
$1.75M 0.48%
34,680
-1,224
61
$1.69M 0.46%
28,301
-99
62
$1.68M 0.46%
66,450
-1,332
63
$1.66M 0.46%
91,476
+2,061
64
$1.64M 0.45%
13,863
-535
65
$1.63M 0.45%
11,073
-523
66
$1.58M 0.44%
21,240
-25
67
$1.52M 0.42%
27,217
-3,918
68
$1.5M 0.41%
23,573
-23,813
69
$1.46M 0.4%
17,702
+565
70
$1.46M 0.4%
34,224
+425
71
$1.42M 0.39%
11,091
+5,932
72
$1.36M 0.37%
30,522
+160
73
$1.34M 0.37%
5,235
+25
74
$1.27M 0.35%
4,592
+25
75
$1.27M 0.35%
25,201
+680
1 2
3
4 5