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
$405M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$732K
2
+$432K
3
+$427K
4
HON icon
Honeywell
HON
+$411K
5
UNH icon
UnitedHealth
UNH
+$361K

Top Sells

1
+$1.39M
2
+$982K
3
+$755K
4
SJM icon
J.M. Smucker
SJM
+$742K
5
MDT icon
Medtronic
MDT
+$526K

Sector Composition

1 Healthcare 22.55%
2 Financials 20.9%
3 Technology 13.99%
4 Industrials 9.53%
5 Consumer Staples 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.62M 0.65%
18,332
-4
52
$2.54M 0.63%
30,398
-9,024
53
$2.44M 0.6%
44,505
+3,263
54
$2.44M 0.6%
16,579
+2,796
55
$2.43M 0.6%
42,345
+195
56
$2.41M 0.6%
33,293
-2,490
57
$2.26M 0.56%
42,026
-25,939
58
$2.25M 0.56%
68,343
+564
59
$2.13M 0.53%
25,361
+384
60
$2M 0.49%
15,730
+5,755
61
$1.95M 0.48%
28,015
-212
62
$1.92M 0.47%
11,028
+56
63
$1.79M 0.44%
29,430
-1,560
64
$1.78M 0.44%
17,593
-134
65
$1.74M 0.43%
28,446
-372
66
$1.72M 0.42%
93,720
+4,812
67
$1.67M 0.41%
31,809
+855
68
$1.67M 0.41%
11,365
-274
69
$1.62M 0.4%
5,275
+50
70
$1.62M 0.4%
33,129
-520
71
$1.6M 0.4%
14,504
+1,159
72
$1.58M 0.39%
21,131
-279
73
$1.55M 0.38%
17,106
+423
74
$1.48M 0.37%
16,139
+2,459
75
$1.46M 0.36%
15,647
+414
1 2
3
4 5