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
$386M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.7M
3
+$1.46M
4
BA icon
Boeing
BA
+$1.26M
5
PCN
PIMCO Corporate & Income Strategy Fund
PCN
+$982K

Top Sells

1
+$862K
2
+$811K
3
+$628K
4
INTC icon
Intel
INTC
+$621K
5
CVS icon
CVS Health
CVS
+$344K

Sector Composition

1 Healthcare 23.83%
2 Financials 20.66%
3 Technology 13.3%
4 Industrials 9.6%
5 Consumer Staples 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.54M 0.66%
65,082
+980
52
$2.51M 0.65%
18,336
+660
53
$2.39M 0.62%
46,062
+1,525
54
$2.26M 0.59%
42,150
-1,115
55
$2.1M 0.54%
24,977
+1,000
56
$2.06M 0.53%
41,242
-75
57
$2.05M 0.53%
10,972
+16
58
$2.01M 0.52%
19,212
-1,020
59
$1.87M 0.48%
13,783
+2,692
60
$1.84M 0.48%
28,818
+1,601
61
$1.77M 0.46%
28,227
-74
62
$1.76M 0.46%
67,779
+1,329
63
$1.67M 0.43%
30,990
-3,690
64
$1.62M 0.42%
17,727
+25
65
$1.62M 0.42%
7,912
-760
66
$1.61M 0.42%
11,639
+566
67
$1.61M 0.42%
88,908
-2,568
68
$1.55M 0.4%
33,649
-575
69
$1.5M 0.39%
5,225
-10
70
$1.49M 0.39%
30,954
+432
71
$1.43M 0.37%
4,597
+5
72
$1.42M 0.37%
25,201
73
$1.38M 0.36%
16,683
-615
74
$1.36M 0.35%
21,410
-2,163
75
$1.32M 0.34%
13,345
+3,800
1 2
3
4 5